Creating Notebooks

Creating Notebooks

Just like in your everyday work, ActiveCollab lets you organize your notes into groups by creating Notebooks.

How to create a Notebook ?

• Step 1: Click on the desired Project.
• Step 2: Click on the Notes tab.
• Step 3: Click on the “Create Notebook” option in the upper right corner.
• Step 4: Enter the Notebooks name.
• Step 5: Click on “Save” to create your Notebook.

How to rename a Notebook ?

• Step 1: Click on the desired Project.
• Step 2: Click on the Notes tab.
• Step 3: Click on the “...” on the desired Notebook.
• Step 4: Click on the “Rename” option from the drop-down menu.
• Step 5: Enter the desired new name for your Notebook.
• Step 6: Click on “Rename” to confirm the change.

How to Move a Notebook to a Project?

• Step 1: Click on the desired Project.
• Step 2: Click on the Notes tab.
• Step 3: Click on the “...” on the desired Notebook.
• Step 4: Click on the “Move/Copy to Project”
• Step 5: Select the Project where you wish to move your Notebook.
• Optional: Select the “Continue working on the current project” if you wish to remain in the current project after you click on “Move”
• Step 6: Click on “Move” to confirm your choice.
  

How to Copy a Notebook to a Project?

• Step 1: Click on the desired Project.
• Step 2: Click on the Notes tab.
• Step 3: Click on the “...” on the desired Notebook.
• Step 4: Click on the “Move/Copy to Project”
• Step 5: Select the Project where you wish to move your Notebook.
  Step 6: Select “Leave a copy of this notebook in this project” to have a copy of the notebook in your initial project.
• Optional: Select the “Continue working on the current project” if you wish to remain in the current project after you click on “Move”
• Step 6: Click on “Move” to confirm your choice.

How to Delete a Notebook?

• Step 1: Click on the desired Project.
• Step 2: Click on the Notes tab.
• Step 3: Click on the “...” on the desired Notebook.
• Step 4: Click on “Delete”
• Step 5: Click on “Delete” to confirm your choice.

How to move a Note to a Notebook?

• Step 1: Click on the desired Project.
• Step 2: Click on the Notes tab.
• Step 3: Click on the “...” on the desired Note
• Step 4: Select “Notebook” from the drop-down menu.
• Step 5: Select the desired Notebook from the list.
• Step 6: Click anywhere in the Notes tab to confirm your choice and for the note to move.

How to change a view in a Notebook?

• Step 1: Click on the desired Project.
• Step 2: Click on the Notes tab.
• Step 3: Click on the desired Notebook
• Step 4: Click on the view icon in the upper right corner. You can choose between List and Grid view.

How to sort Notes in a Notebook?

• Step 1: Click on the desired Project.
• Step 2: Click on the Notes tab.
• Step 3: Click on the desired Notebook
• Step 4: Click on the Sort icon in the upper right corner. You can sort by Name, Activity and Creation Date.