Quick capture & notepad

Ideas and to-dos come up in the middle of other work. Three quick tools catch them without leaving the page: the notepad, Remind me, and quick capture.

Things to know

• Notepad and Remind me are at the right end of the page bar, on every page. They're hidden when the window is narrow.
• The notepad is private. Only you can see it, in every workspace you belong to.

Use the notepad

1. Click Notepad in the page bar.
2. Type a line. Press Enter to start the next one.
3. Tick a line when it's done.
4. Click Clear ticked to remove the lines you've finished.

The notepad saves as you type.

Turn a line into a task

1. Hover over a line in the notepad.
2. Click Make a task.

The task is created and assigned to you, and the line is ticked. Click Open in the message that appears to add a due date.

Set a reminder

1. Click Remind me in the page bar.
2. Type what to remind you about.
3. Pick In 1 hour, Tomorrow, Next Monday or Custom. Tomorrow and Next Monday are at 9 AM. For Custom, pick a Day and Time.
4. Click Set reminder.

The reminder rings in your notifications. Coming up lists your next reminders. Click See all to see them on your calendar.

Capture a note with ⌘⇧K

1. Press ⌘⇧K (Ctrl+Shift+K on Windows) from any page.
2. Type your note. The first line becomes its title.
3. Press Esc when you're done.

The note saves as you type, and the dialog's title says where it goes:

• With a record open, the note goes on that record, at the top of its notes.
• With no record open, it's saved to your docs.

Related

• Manage tasks
• Notes on a record
• Notifications