Creating Notes
Open the Notebook panel from the footer of any case page. Type your notes or use voice dictation (microphone icon or Alt+T). Notes auto-save as you type.
Linking Notes to Cases
Notes created from a case page are automatically linked to that case. You can also link a note to additional cases โ open the note and search for cases to attach.
Managing All Notes
Visit the Notes page to see all your notes in one place. From here you can:
- Search notes by content
- Filter by linked lesson or case
- Edit or delete any note
- View linked cases for each note
Notes are also accessible from the Saved page under the Notes tab.
Notes in the App
Notes work in the mobile app too. Open Profile, then My Notes. It is the same set of notes as the website, so anything you write in one place shows up in the other. Creating or editing a note needs a connection.