Introducing Smartnotes

Centralize creative briefs, client intake documents, meeting notes in one place.

 šŸŽ¬ Take an interactive tour of Smartnotes


Creating Smartnotes 

To create a smart click on Add > Smartnote



Types of Smartnotes

Smartnotes can either be saved as a draft or published. 

Drafts are visible only to the user that created the Smartnote and no other user in the project.

Once a note is ready you can publish to different users who are part of the project, at this stage the note will be marked as Published. 


Note: Once a Smartnote is published it will immediately be visible to all users who have access to it and can't be sent back to draft state.



Editing a Smartnote

To edit a Smartnote, open the Smartnote and then click on the edit (edit draft) button.



Editor feature set

The Smartnote editor comes with a long list of features like:

Typography

H1, H2, H3, H4, Paragraph

Text formating

Bold, italic, underline, strikethrough, justification, colours

Lists

Checklists, numbered lists, unordered list

Attachments

Inline images, file attachments

Tables

Tables with header row/column 

Content typs

URL, quote, code



Publishing Smartnotes

To publish a note click on publish when in edit mode. Once a note is published all members who have access to the note will receive an email notifying them of a new Smartnote

Note: Once a Smartnote is published it will immediately be visible to all users who have access to it and can't be sent back to draft state.



Smartnotes privacy

When publishing a Smartnote you can decide who has access to the Smartnote. By default all smart notes are public and visible to all project members (team members & reviewers) 



Controlling access to Smartnotes

If you don't want the Smartnote to be visible to everyone you can toggle public visibility setting off and select the members who would have access to the Smartnote


Comments

Everyone with access to a Smartnote can comment on the Smartnote. To place comment simply click on the comment icon 

Place comments in the comments sidebar 



Permissions


ViewCreateEditComment
Team memberYESYESYESYES
ReviewersYESNONOYES