How to Create and Manage Notes

This guide will show you how to create your first note, add content like text and images, and use the pinning feature to keep important notes easily accessible.

What You'll Need:

  • Access to the Notes section of the app.

Steps:

  1. Start a New Note
    • Navigate to the Notes screen.
    • Tap the purple plus icon (+) in the top-right corner.
    • You will be taken to a new, blank note editor.
  2. Add a Title and Content
    • Tap inside the Title field at the top and type a name for your note.
    • Tap in the main body area below the formatting toolbar to start typing your content.
  3. Format Your Note (Optional)
    1. A formatting toolbar is available above the main text area.
    2. To format text: Highlight the text you want to change and tap one of the icons:
      • B for Bold
      • I for Italic
      • U for <u>Underline</u>
  4. To add an image:a. Tap the image icon (it looks like a picture frame) in the formatting toolbar.
    b. Your device's photo library will open.
    c. Tap on the photo you wish to add.
    d. The photo will be inserted directly into your note.
  5. Save Your Note
    1. Once you are finished adding content, tap the purple Save button.
    2. You will be returned to the main notes list, where your new note will now appear under the All tab.
    3. Pin an Important Note
      • The pinning feature helps you quickly find your most important notes.
      • In the "All" notes list, find the note you want to pin and tap the bell icon on its right side.
      • The bell icon will turn purple, indicating the note is now pinned.
  6. View Your Pinned Notes
    1. To see only your pinned notes, tap the Pinned tab at the top of the screen.
    2. Any notes you have pinned will be displayed in this list for easy access. To see all your notes again, simply tap the All tab.

Troubleshooting:

  • If the Save button is grayed out: Make sure you have entered a title for your note, as a title is required to save.

Next Steps:

  • You can use notes to create to-do lists, save important scripts, or keep track of any business-related information you need to reference later.