Notes

In this guide you write notes, organise them in folders, link them to a project and restore deleted ones from the trash.

1. Folders

1. In the menu, click Memo / Notes.
2. On the left are folders, in the middle the list, and on the right you write the note.
3. Click the plus to add a new folder.
4. Enter the folder name.
5. Choose the folder colour.
6. Click Save.

2. New note

1. Click the plus to add a new note.
2. Enter the title and text of the note.
3. Here you format the text and add a list or an image.

3. Folder and project

1. Click to move the note into a folder.
2. Click the folder.
3. Click to link the note to a project.
4. Choose the project.

4. Search and trash

1. Here you search your notes.
2. Deleted notes are in the trash. You can restore them or delete them permanently.
3. Click All notes to go back.
4. The note is in the folder and on the list.

Summary

Memo / Notes → + folder → + note → move to folder → link to project → trash

What's next

Next guide: Purchase orders on a project.