Notes

Notes are built into every workspace to help you organize ideas, meeting notes, or other important info for the project in one place.

Workona's notes are designed to seamlessly grow from a seed of an idea into a detailed execution plan. They're the perfect place to do your thinking as a project progresses.

Want to use them like sticky notes? Try only adding a title. Want to use them like documents? Try opening the notes in fullscreen.

For another layer of organization, you can group notes into different sections. Each section can hold multiple notes. We recommend renaming the sections for more context (e.g. Ideas, Meeting Notes, etc.).

• Add a note to a workspace
• Edit or view a note
• Edit & format note content
• Collaboratively edit notes
• Attach links or files to a note
• Open note attachments
• Move a note
• Delete a note
• Multiselect notes
• Organize notes into sections
• Rename a note section
• Move a note section
• Delete a note section

Add a note to a workspace

1. Open a workspace.
2. Click Notes under the workspace title in the header.
3. Click Write a note at the bottom of the note section to create a new note. If you'd like to create a note above the other notes, click the + button to the upper right of the note section.
4. Start typing to add content to your note. Notes will show a one-line preview of the content when closed.
5. Optionally add a title by clicking on the Title field. This title will display in bold text in the note preview.

Edit or view a note

1. Open a workspace.
2. Click Notes under the workspace title in the header.
3. To edit or view a note, click on it.
4. If you want to edit the note in fullscreen, click the Open in fullscreen button (expand icon) that appears when you hover over the note.
5. If you want to edit the note in a tab, click the Open in new tab button (open icon) that appears when you hover over the note. Notice that notes that are already open in a browser tab have a blue bar on the left side.

Edit & format note content

1. Edit a note.

2. Once the note is open, click the content of the note to edit it.

   • To add text, simply type or paste it in. To format text, use the format bar at the bottom of the note. Hover over the buttons to see the formatting shortcuts.
   • To add images, click the Insert image button in the format bar or drag or drop the image into the note editor.
   • To add headings, click the Heading 1 or Heading 2 buttons in the format bar.
   • To add lists, click the Bulleted list or Numbered list buttons in the format bar.
   • To add quotes, click the Quote button in the format bar.
   • To add code, click the Code button in the format bar.
   • To add links, select text and then click the Link button in the format bar.

Heading 1 shortcut

Heading 2 shortcut

Bulleted list shortcuts

Numbered list shortcut

Quote shortcut

Divider (HR) shortcut

Collaboratively edit notes

1. Share the workspace that the note is located in with collaborators. If you want to allow collaborators to be able to edit notes, make sure you grant them edit permissions for the workspace.
2. All collaborators with edit permissions will be able to edit any note simultaneously.
3. As collaborators change the content of the note, you'll see the changes appear in real time.

Attach links or files to a note

1. Open a workspace.

2. Click Notes under the workspace title in the header.

3. Click the Attach link or file button (paperclip icon) that appears when you hover over the note.

4. Choose the tabs, links, files, or docs you want to attach to the note.

   • Select Chrome/Edge/Firefox to attach a link from your tabs or browser history.
   • Select URL to paste in a URL manually.
   • Select My Computer to upload a file from your computer.
   • Select Google Drive to attach docs or files from Google Drive.

Open note attachments

1. Open a workspace.
2. Click Notes under the workspace title in the header.
3. Click the View or add attachments button (the attachment favicon or a badge displaying a count of the attachments) that appears on the note.
4. Click on an attachment to open it, or click Open all to open all attachments at once.

Move a note

1. Open a workspace.
2. Click Notes under the workspace title in the header.
3. Drag and drop a note up or down to rearrange it in the current workspace.
4. Drag and drop a note into a workspace in the sidebar to move it to a different workspace.

Delete a note

1. Open a workspace.
2. Click Notes under the workspace title in the header.
3. Click the Delete button (trash icon) that appears when you hover over the note.

Multiselect notes

1. Open a workspace.
2. Click Notes under the workspace title in the header.
3. Hold down the SHIFT key, then click a note to enter multiselect mode.
4. Release the SHIFT key, then select notes using the checkboxes that appear.
5. Use the buttons that appear at the top of the Notes section to manage the selected notes, or drag the notes to move them.

Organize notes into sections

1. Open a workspace.
2. Click Notes under the workspace title in the header.
3. Click + Note section button that appears below the other notes.
4. Drag and drop notes into the section, or add them with the + button in the upper-right of the section.

Rename a note section

1. Open a workspace.
2. Click Notes under the workspace title in the header.
3. Click the ⋮ button that appears to the upper-right of each section.
4. Click Rename section.

Move a note section

1. Open a workspace.
2. Click Notes under the workspace title in the header.
3. Drag and drop a section up or down to rearrange it in the current workspace.
4. Drag and drop a section into a workspace in the sidebar to move it to a different workspace.

Delete a note section

1. Open a workspace.
2. Click Notes under the workspace title in the header.
3. Click the ⋮ button that appears to the upper-right of each section.
4. Click Delete section.