Introduction to Notes in Pronnel

Creating and Managing Notes in Pronnel

Pronnel Notes are versatile tools for capturing knowledge, documenting processes, and collaborating with your team. With features like rich-text formatting, AI-powered writing, embedded media, version control, and collaborative editing, they adapt to a wide range of use cases. Depending on where a note is created—Board, Item, or Personal—it determines how it connects to your workflow and who can access it.

Board Notes

Created from a board’s Notes view, Board Notes are automatically tied to that specific board. They serve as a collaborative documentation space for all board members—provided the Notes view is shared with them. To begin using Board Notes, ensure the view is added as a “Notes” type in your board.

Use Cases: SOPs, project documentation, onboarding guides, meeting agendas.

Item Notes

Item Notes are created directly within an individual item—such as a lead, task, contact, or support ticket. These notes are automatically linked to both the item and its parent board, ensuring all relevant context is preserved. To create one, open the desired item, click the Note button to view existing notes, or use the Add Note option to create a new one in the built-in editor.

Use Cases: Internal updates, client feedback, support logs, interview evaluations.

Personal Notes

Personal Notes are private by default and aren’t initially linked to any board or item. These are perfect for planning, drafting, or ideation. You can later share them with others or connect them to relevant boards and items. To create one, click the nine-dot menu on the bottom bar, select Notes, and begin writing.

Use Cases: Brainstorming, early drafts, personal task lists, creative writing.

Adding a New Note

1. Navigate to the Notes view within a board or open an item.
2. Click the Add Note button.
3. A note titled “Untitled Note” will appear.
4. Click on the title to rename it.
5. Start writing using the rich-text editor.
6. Type “/” to bring up advanced formatting and layout options.

The editor supports:

• Bold, italic, underline
• Bullet points and numbered lists
• Headings, checklists, and code blocks

Viewing Note Information

Each note contains useful metadata, accessible by clicking the Info icon in the top-right corner:

• Created Date & Time
• Created By
• Last Updated Date & By
• Version History (with the ability to view or restore)

Sharing and Managing Access

Notes are private to their creator by default—even in shared Notes views. To share or manage access:

1. Click the three-dot menu on the note card.
2. Choose from the following options:
   • Share to Users – Share with specific teammates.
   • Share with All Dashboard Users – Make the note visible to everyone on the dashboard.
   • Send as Email – Share via email.
   • Board Connections – Link the note to a board or update its associations.
   • Item Connections – Link the note to one or more items for context.
   • Maximize – View in full-screen mode.
   • Minimize to Tray – Collapse the note into a compact tray view.
   • Delete – Permanently delete the note.
   • Copy Link – Generate a shareable URL (for authorized users only).
   • Open in New Tab – Launch the note in a separate browser tab.

Note: If a user is removed from a board, they will automatically lose access to notes shared via that board.

Enhancing Notes with Tables, Widgets, and More

Pronnel Notes support advanced content types beyond basic text. Use these features to create dynamic, structured, and highly informative notes.

• Tables: Add rows and columns to organize data or compare details.
• Widgets: Insert live widgets like counters, statuses, or metrics to make your notes interactive.
• Images: Upload or paste images directly into notes for visual context or references.
• Grids: Use layout blocks to organize sections, like side-by-side comparisons or form-style layouts.
• Board & Item Links: Mention or attach references to boards or specific items for easy navigation and context.

Use the “/” command in the editor to access all these options quickly.