How to use Notes¶

Requirements

This tutorial requires the installation of the following applications/modules:

Notes

Install Notes Module¶

Go to Viindoo Apps on the main interface.

Use the search tool as mentioned in Search to see the To-do module and then click the Activate button:

Now the Notes will appear on the main interface. There’s no need to set user access rights for this module, every user can access and use it.

Notes Configuration¶

Create stages¶

Notes in Viindoo can be personalized. You can change stages for individual intentions by clicking on the Personal Stage button. After that, you enter a title for your stage and click on the Add button.

Stage Name: to divide notes into different stages to serve different purposes, for example:
- Types of notes:
  Meeting notes;
  
  Daily notes;
  
  To do lists;
  
  etc.
- Steps in a process:
  New;
  
  Doing;
  
  Done;
  
  etc.

Moreover, you can modify your stage by clicking on the Settings icon. There are several key features that you should take note of.

Fold: Your stage will be closed on the Kanban view.
Edit: You can edit stage’s name.
Delete: You can delete a stage which you want.
Archive All: All stage will be archive.
Unarchive All: All stage will be unarchive and they will be display again.

Create Tags¶

To create a new tag, access any a note. Then, you click on the tags field. At this moment, you can choose a default tag or click on the Search more button to create a new tag.

A pop-up window will appear. If you want to create a new tag, you can click on the New button. Conversely, if you want to select multiple tags at this time, you choose tags and click on the Select button.

Create a Note¶

To create a note, click the New button, and then you enter the title of note you want.

Now you can:

Use the existing tags,
Type in the note’s content by using the text-editing tools in the editing area.

Note

The note’s stages are on the top right side of the note. By clicking on a stage, you can set the current stage of the note.
The stages will follow a pre-set sequence. Moving the stages backward and forward to change the note’s sequence.

Other features¶

When you want to share the notes with other users in the system, you can add them as followers by clicking on the human icon, then Add followers:

Read more about working-collaboration features in Viindoo at Log note or Send message and Scheduled activities.