Notes in Apptimo
You can add notes everywhere in Apptimo. Add a note in your active Inbox, on a Project or on a Work card. Notes can be shared, emailed, contain photos or documents, and can be published on a public link if you need to.
Most notes are added to a project card or to a work task related to a project. Sometimes you need to just create a quick note in your active Inbox, then decide where it belongs.
To add a note in your active Inbox, hover (desktop) or click (mobile) on the + floating button on the lower right side, then select Add a Note.
A new card will open on the top, enter the title (or subject) for the note, and also a description. Then click/touch the Save button.
While adding a note you can also:
Add a Link (URL) – When adding a link (URL), the title on the note card becomes an active link when clicked or touched. A great way to save commonly used links.
Share the note – Notes in Apptimo can be shared with people in your workgroup or circle. Notes that are shared will be displayed on the active Inbox of the people you are sharing the note with. Select the option “Send email to people sharing the note” if you also want to email the shared notes.
Email – Use the Email option if you want to notify people that is not part of your workgroup or circle, by just adding email addresses, one or more followed by a comma.
Attach a document – When adding or editing a note, files can be attached to it. You can attach a photo, PDF files or Office files. When clicking on a note that contains an attached file, the files will be displayed in the document viewer.
Launch the text editor – Click this option if you need to add rich text formatting to the note. Not available in the mobile version.
Notes in Apptimo are very versatile. Once added, you can optionally publish your note and share the public link with others to view it.
You can duplicate existing notes, and if you added a note in your active Inbox and you want to move the note to a project or work card, just use the Pin To option in the Actions menu.