Shared Notes

Shared Notes lets you create folders and notes, format content, set sharing and privacy, and move or delete notes across your team.

Key features

• Organize notes into color-coded folders

• Switch between grid and list views for folders

• Create and rename notes

• Format content with a rich text editor toolbar, including text highlighting

• Control sharing and privacy per note

• Move notes between folders and delete notes

Getting started

1. Navigate to the Team section in the left-hand menu.

2. Click Shared Notes (the fourth item under Team).

Folders

Default folder

• Shared Notes includes a default folder called All Notes, which holds notes that have not been filed into any folder.

Grid and list views

Use the Grid / List toggle above the folder list to switch how folders are displayed. Your choice is remembered on your browser.

• Grid view: shows each folder as a card with its note count and visibility.

• List view: shows folders as rows with columns for name, visibility, note count, and when the folder was last updated (for example "Today", "3d ago", or a date).

Create a folder

1. Click the New folder button.

2. Enter a name.

3. Choose a color from the available color dots (hover a dot to see its name).

4. Choose a visibility: Public (your team), Share with Specific People, or Private.

The folder is created automatically and appears in your folder list.

Folder options menu

Hover a folder and open its options menu (the three-dot icon) to:

• Rename the folder

• Manage Sharing (folder owners only)

• Change the folder's Color

• Delete the folder

Return to folder view

• Click Back to Folders to return to the main folder list at any time.

Creating and managing notes

Create a new note

1. Click the folder where you want to add a note.

2. Click Create New Note.

A new note is created automatically.

Rename a note

1. Click the title area labeled Untitled Note.

2. Type your desired note title.

Last updated indicator

• A dot indicator shows when the note was last updated, including the date and time.

Sharing and privacy settings

Share options

You can control who has access to each note:

• Private: only you can access the note.

• Share with Specific People: select users from a drop-down menu, then click Update Sharing to save changes.

Sharing status display

Each note displays its current sharing status, such as:

• Private

• Shared with Specific People

Note editor tools (formatting and insert options)

Within a note, you can format and enhance content using the editor toolbar:

• B: bold

• Italic: italicize

• U: underline

• S: strikethrough

• Bulleted list

• Numbered list

• Insert link

• Insert image

• Highlight: apply a colored background to selected text

Highlighting text

1. Select the text you want to highlight.

2. Click the Highlighter icon in the editor toolbar.

3. Choose a color from the palette: Yellow, Green, Blue, Pink, Orange, or Purple.

To remove a highlight, select the highlighted text, click the Highlighter icon, and choose the Remove highlight option (the crossed-out circle icon).

Moving and deleting notes

Move notes between folders

• Notes can be moved between folders as needed.

Delete a note

• Click the red Delete button to permanently delete the note.