Introduction to Notes in Pronnel
Notes in Pronnel provide a powerful way to capture, organize, and collaborate on information across your workspace. You can create notes at the board level, keep personal notes private, or add notes directly within individual items. Notes support rich formatting, embedded media, widgets, and AI-powered assistance. Additionally, you can even create new items directly from your notes, making it easy to turn ideas into actionable tasks. This guide walks you through using Notes in different contexts, embedding content, managing access, and maximizing their collaborative potential.
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
- Navigate to the Notes view within a board or open an item.
- Click the Add Note button.
- A note titled “Untitled Note” will appear.
- Click on the title to rename it.
- Start writing using the rich-text editor.
- 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:
- Click the three-dot menu on the note card.
- 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.
Conclusion:
Well done! You've now learned how to create, organize, and collaborate using Notes in Pronnel Boards. Notes offer a powerful way for teams to capture ideas, track discussions, and stay aligned—all in real time. With features like advanced editing, item linking, sharing controls, and version history, Notes become a central hub for team communication. Keep exploring and using these tools to boost collaboration and streamline your workflows across projects.
FAQs -
What are Notes in Pronnel Boards?
Notes in Pronnel Boards are collaborative, real-time documents that allow team members to capture discussion points, ideas, and important information within the context of a board. These notes can be easily shared, edited, and connected to other board items for streamlined collaboration.
How do I create a new note?
To create a new note, navigate to the Notes view of your board. Click on the + Add button, and a new note will be created with the default title "Untitled Note." You can then rename the note's title and start typing your content in the rich-text editor.
Who can access a note?
By default, notes are private to the creator. However, you can share a note with specific board members or all users with access to the board. If shared with all board users, it will automatically update for new members when they join the board.
How do I share a note with others?
Click the three-dot menu on the note card to open sharing options. You can share the note via email, with specific users, or provide a link to share with others who have access to the board.
What is the "Info" icon in the note?
The "Info" icon in the top right corner of the note displays metadata, including the note's creation date, the person who created it, last updated date, and who last updated it. It also provides access to version history for restoring previous versions of the note.
Can I format the content in a note?
Yes! The rich-text editor in Pronnel Notes supports basic formatting such as bold, italic, underline, bulleted lists, numbered lists, and more. You can also use the “/” command to access additional advanced formatting options.
How do I link a note to other items on the board?
Once a note is created, you can link it to specific board items for context. This allows team members to quickly reference relevant information and connect discussions directly to action items or tasks.
How can I track changes made to a note?
Pronnel automatically saves versions of your notes. You can view the version history and even restore previous versions if necessary. This feature helps track changes over time and ensures that important information is preserved.
How do I delete a note?
To delete a note, click on the three-dot menu in the top right corner of the note card and select the Delete option. Be cautious, as deleting a note is permanent and cannot be undone.
Can I create private notes?
Yes, by default, notes are private to the creator. However, you can change the visibility settings to share them with specific team members or all users on the board, depending on your needs.
Can I open a note in a separate tab?
Yes, you can open a note in a new tab for a full-screen view. Simply click on the three-dot menu on the note card and select Open in New Tab to view it separately.