What is the Notes app in Profit.co?
Category: General
Profit.co provides the option to create notes, where you can write down important information and ideas.
Why this feature?
- The note creation feature in Profit.co enables users to organize and store vital information, facilitating better tracking and reference.
- It serves as a convenient tool for capturing insights, brainstorming ideas, and keeping essential details readily accessible.
Step 1
To enable the Notes app follow the below steps:
Navigate to Settings → General → Apps from the left navigation panel and enable the Notes toggle.
Step 2
You have the option to create new folders in the Notes app, and under each folder, you can create individual notes.
To create a new folder, follow the steps below:
Navigate to Notes from the left navigation panel.
Click the + Create button and select the Folder option on the Notes page to create a new folder.
Enter the Folder name and click on the Save button.
To create a new note, click on the desired folder name, then click the + Create button and choose the Note option.
On the Create Note page, you can edit the note name, and you have the following options:
- Utilize the "/" command to access specific features. With the "/" command, you can incorporate Normal Text, Topics, Bulleted lists, Checklists, and Headings of your choice.
- Format text according to your preferences.
- Add Dividers to structure the content.
- Create Tasks as needed and you can associate them with the required workspace and boards.
- Mention individuals within the meetings using the "@" symbol.
- You can change the text color and also highlight it.
Step 3
Also, you can share your notes by clicking on the Share button.
Step 4
You can engage in real-time collaboration and view the editor in notes in real-time as well.
You can add comments by selecting the text and entering the necessary comments. Additionally, you have the ability to reply to comments.
You can access the full-page view by clicking on the full-screen option. To delete the note, click on the ellipsis icon and select the Delete option.
Related Questions
-
How to calculate Engagement Score?
In Profit.co the Engagement Score can be calculated by adding the total of survey points given by the users and ...Read more
-
Why has my integration token expired?
If you're experiencing a 401 error with your Profit.co integration, it usually indicates that your authentication token ...Read more
-
How do I create a parent department for an existing department?
Profit.co provides an option to set up a Parent department for an existing department. Why this ...Read more
-
How do you schedule Team, Weekly, and Quarterly meetings in Profit.co?
Profit.co provides an option for users to schedule Meetings within the company. Why this feature? Meetings can be ...Read more