ForumsTips & TricksNotebook Feature - What to use it for
Notebook Feature - What to use it for
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R.Welsh |
Notebook – Use to record or track information that you what easy access to but that you refer to on a less then weekly basis. Examples are the following:
- Goals – keep list of your goals; review weekly during your weekly review and planning time; update monthly - Infrequent Meetings (eg less than monthly) – frequent meetings can be kept as a permanent task so you can easily add items to Note field as they come to mind; for infrequent meetings, create a Notebook for each meeting type (eg – Financial Planner, Accountant, Lawyer, Life Coach, etc) - Logs – create a notebook to track various things pertaining to hobbies, family activities, dates with spouse - Gift List – park all gift ideas here; list gift ideas by person |
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jsstone58 |
Do you know if it's possible to share a notebook with a collaborator?
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Sabina A. |
The notebook section is not yet sharable. Only tasks can be shared. This is on our to-do list, but in the meantime, you can put your ideas into a task and it will be sharable
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