How to create a note?
Notes are created from the Notes page. Click the + button in the page header to open the creation dialog, then:
- Enter a Title for the note. This field is required.
- Optionally select a Folder. Linking a folder is what later allows the note to be synchronized with your space and validated. You can also set or change the folder later.
- Optionally choose a note template to start from. The note's content is pre-filled with the template, and if you leave the title empty it is filled with the template's title.
- Click Save. The note is created and opened so you can start writing.
The note detail page
The note detail page is where you edit a note. The title at the top is editable in place — click it to rename the note. The main area is the rich-text editor, and a save indicator shows when your changes are stored. A side panel gives access to the note's tags, its folder, general information (creation, synchronization, and validation details), and its linked scenarios.
The header also holds a Sync with space button and a menu button (⋮) that opens the note's actions. Once a note is validated, its content, title, and folder can no longer be edited.
How to link scenarios to a note?
You can link a note to one or more scenarios. This makes navigation easier and lets you include views of the linked scenarios' results in the note. When a note is synchronized with your space, all its linked scenarios are synchronized as well; when a note is validated, they are validated too.
To link a scenario to a note:
- Open the note and find the Linked scenarios section in the side panel.
- Click the + button and choose the scenario to link.
- To unlink a scenario, click the X button next to it in the list and confirm.
How to link a note to a folder?
A note can be linked to a folder from your space. The folder determines where the note is stored when synchronized, and a note must be linked to a folder before it can be synchronized or validated.
Use the Folder selector in the note's side panel to set or change the folder. You can also pick a folder when creating the note. You must have access to the folder in the space to synchronize the note into it.
How to synchronize a note?
Synchronization pushes a note to your space so anyone with access to its folder can view it. Synchronizing a note also synchronizes all of its linked scenarios.
To synchronize a note:
- Make sure the note is linked to a folder. The Sync with space button is disabled until a folder is set.
- Click the Sync with space button in the note header and confirm.
- After synchronization, the note is available in your space to anyone with access to the folder.
How to validate a note?
Validating a note marks it as Validated and locks it — its content, title, and folder can no longer be modified. During validation the note is automatically synchronized with your space, and all of its linked scenarios are validated as well. A note must be linked to a folder to be validated.
To validate a note, open the actions menu (⋮) and click Validate note, then confirm the folder in the dialog.
Note history
Every change to a note's content is recorded. Open the actions menu (⋮) and click History to open the history panel, where you can review previous versions of the content and, if the note is not archived, roll back to an earlier version.
How to print a note?
To print a note, open the actions menu (⋮) and click Print note. This is useful to produce a PDF copy. For sharing, prefer synchronizing the note with its folder in the space, which keeps the note interactive.
How to create a note template from a note?
You can turn an existing note into a reusable note template. Open the actions menu (⋮) and click Create note template. A new template is created from the note's content, and you are taken to the new template's page. The template can then be used to create new notes or inserted into existing ones.
How to archive a note?
Archiving a note hides it from the default note list without deleting it. Open the actions menu (⋮) and click Archive note, then confirm. Archiving is reversible: an archived note shows an Unarchive note action that restores it.
How to delete a note?
To delete a note, open the actions menu (⋮) and click Delete note, then confirm. After deletion you are returned to the Notes page. Delete is only available while the note is editable (not validated).
