Create and edit notes
Carry a conversation on as a shared document.
This guide isn't translated yet. Showing the English version.
このページの目次
Pick Note in the composer and you get an editable draft. The note stays linked to the conversation it came from, and your team can write and revise it with you in real time.
Create a note
You are only switching the type in the composer. It sits in the same place as chat and to-do, so there is no separate document tool to open.
- Select Note in the composer.
- Type a title. This is what shows in the hub list.
- Send, then open the note and write the body.
Turning an existing message into a note
- A long message can be converted into a note and carried on from there.
- Converting keeps everything already said.
Editing together
Everyone with the note open can edit it at the same time. Each person’s cursor carries their name, so two people are less likely to overwrite the same sentence.
- Set an author and an approver. With an approver, the note becomes a request-and-approve flow.
- Expand the properties to reach the remaining fields, such as dates.
- Live Context extracts topics, decisions and to-dos from note content too.
Notes stay tied to the conversation
A note lives as a mark in the hub where it was created. From the note you can go back for context, and from the conversation you can open the note directly.
Filter a hub by mark type and pick notes to see only the documents produced there.
お役に立ちましたか?