A note is a blank document where you can capture relevant data. Examples include customer conversations, focused interviews, emails, intercom chats, usability tests and sales conversations.


Creating a Note

  1. Click on the project that you’d like to create your note in.

  2. Click the Note icon in the left navigation bar.

  3. Click the New Note button at the top right corner of the page.

  4. Click into the Untitled Document section to give your note a title.

  5. Click into the Add Content section to start adding content to the note.


Add Content to your Note

You can add different types of data to your note document.

  • Text: add text directly into your note document by typing in the document page. You can format your text using the built-in text editor.

  • Images: add image files directly into your note document by the clicking Images button in the note editor or dragging and dropping your image files into the document page.

  • Audio: add audio files directly into your note document by clicking the Audio button in the note editor or dragging and dropping the audio files directly into the document page.

  • Video: add video files directly into your note document by clicking the Video button in the note editor or dragging and dropping the video files directly into the document page.

  • Files: add documents and other file types into your note document by clicking the Files button in the note editor or dragging and dropping the files directly into the document page.


Next Up: Adding Customers

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