Notebook
We360.ai notebook — private note-taking and documentation built into the employee productivity platform.
The Notebook page is a private note space inside We360.ai.
Each note is personal. Only the user who created the note can view and manage it.
Create a note
Open the Notebook page.
Click Take a Note.
Enter your note using the available fields.
Save or submit the note from the note editor.
What you can do here
Create personal notes for reminders, quick thoughts, or work references.
View your notes in a card-based layout.
Open and manage only the notes you created.
Delete a note when it is no longer needed.
Notes are private by default. Other users cannot access notes created in your Notebook.
The Notebook feature in we360.ai is a lightweight documentation space designed to help users capture ideas, notes, and task-related information while working. It allows users to quickly jot down thoughts, meeting notes, reminders, or any work-related details without leaving the platform.
Notebook is available within the Project Suite and can be accessed by Admins, Managers, and Standard Users.
Each user maintains a personal notebook, ensuring privacy and focus. Notes created in the notebook are visible only to the user who created them.
Accessing the Notebook
To access the Notebook:
Navigate to the Project Suite from the main application switcher.
Select Notebook from the left navigation menu.
Once opened, the Notebook workspace displays:
A quick input area to create a new note
Previously saved notes displayed as cards
Options to view, edit, or delete notes
The interface is designed for quick access so users can capture information instantly during their workflow.
Creating a Note
Adding a note in the Notebook is simple and quick.
To create a new note:
Click on “Take a Note…” at the top of the Notebook page.
A note editor will open.
Enter a Title for your note.
Write your content in the note editor.
Click Save to store the note.
Once saved, the note will appear in the notebook as a card for easy access.
Editing a Note
Users can modify their notes anytime.
To edit a note:
Click on the note card you want to modify.
The note will open in the editor view.
Make the required changes.
Click Save to update the note.
This allows users to continuously refine their notes as tasks evolve.
Deleting a Note
If a note is no longer required, it can be removed.
To delete a note:
Locate the note card in the notebook.
Click the Delete icon on the note card.
The note will be permanently removed from your notebook.
Note Formatting Options
The Notebook editor supports rich text formatting to help structure your notes clearly.
You can format your notes using the following options:
Headings
Heading 1
Heading 2
Heading 3
Normal text
These help organize notes into readable sections.
Text Formatting
You can format text using:
Bold
Italic
Underline
Remove formatting
These options allow you to emphasize important information.
Lists
Create structured lists using:
Numbered lists
Bullet lists
This is useful for action items, task lists, or meeting summaries.
Links
You can insert clickable links within your notes to reference external resources or documentation.
Copy-Paste Formatting Support
Notebook supports preserving formatting when pasting content from other sources.
If you copy text from documents, emails, or web pages and paste it into the notebook, the existing formatting (such as headings, bold text, or lists) will remain intact wherever supported.
This makes it easier to transfer structured content into the notebook without having to reformat it.
Data Retention
Notes created in the Notebook are not automatically deleted.
They remain saved in the user's account and can be accessed anytime in the future. This makes the Notebook useful for long-term documentation, reference material, and work records.
Privacy of Notes
Notebook is designed as a personal workspace.
Each logged-in user can only see their own notes.
Notes are not visible to other users in the organization.
This ensures users can freely record ideas, drafts, and personal task notes without affecting team data.
Limitations
While the Notebook supports rich text editing, certain content types are currently not supported.
The following cannot be added to notes:
Images
Videos
PDF files
File attachments
Notebook is intended for text-based documentation and quick note-taking.
Common Use Cases
Users typically use the Notebook to:
Capture quick ideas during work
Maintain meeting notes
Track daily work summaries
Store reference links
Write task reminders
Draft documentation
Because it is built directly into the platform, users can document information without switching between tools.
The Notebook feature in We360.ai is a lightweight documentation space designed to help users capture ideas, notes, and task-related information while working. It allows users to quickly jot down thoughts, meeting notes, reminders, or any work-related details without leaving the platform.
Notebook is available within the Project Suite and can be accessed by Admins, Managers, and Standard Users.
Each user maintains a personal notebook, ensuring privacy and focus. Notes created in the notebook are visible only to the user who created them.
Accessing the Notebook
To access the Notebook:
Navigate to the Project Suite from the main application switcher.
Select Notebook from the left navigation menu.
Once opened, the Notebook workspace displays:
A quick input area to create a new note
Previously saved notes displayed as cards
Options to view, edit, or delete notes
The interface is designed for quick access so users can capture information instantly during their workflow.
Creating a Note
Adding a note in the Notebook is simple and quick.
To create a new note:
Click on “Take a Note…” at the top of the Notebook page.
A note editor will open.
Enter a Title for your note.
Write your content in the note editor.
Click Save to store the note.
Once saved, the note will appear in the notebook as a card for easy access.
Editing a Note
Users can modify their notes anytime.
To edit a note:
Click on the note card you want to modify.
The note will open in the editor view.
Make the required changes.
Click Save to update the note.
This allows users to continuously refine their notes as tasks evolve.
Deleting a Note
If a note is no longer required, it can be removed.
To delete a note:
Locate the note card in the notebook.
Click the Delete icon on the note card.
The note will be permanently removed from your notebook.
Note Formatting Options
The Notebook editor supports rich text formatting to help structure your notes clearly.
You can format your notes using the following options:
Headings
These help organize notes into readable sections.
Text Formatting
You can format text using:
Bold
Italic
Underline
Remove formatting
These options allow you to emphasize important information.
Lists
Create structured lists using:
Numbered Lists
Bullet Lists
This is useful for action items, task lists, or meeting summaries.
Links
You can insert clickable links within your notes to reference external resources or documentation.
Copy-Paste Formatting Support
Notebook supports preserving formatting when pasting content from other sources.
If you copy text from documents, emails, or web pages and paste it into the notebook, the existing formatting (such as headings, bold text, or lists) will remain intact wherever supported.
This makes it easier to transfer structured content into the notebook without having to reformat it.
Data Retention
Notes created in the Notebook are not automatically deleted.
They remain saved in the user's account and can be accessed anytime in the future. This makes the Notebook useful for long-term documentation, reference material, and work records.
Privacy of Notes
Notebook is designed as a personal workspace.
Each logged-in user can only see their own notes.
Notes are not visible to other users in the organization.
This ensures users can freely record ideas, drafts, and personal task notes without affecting team data.
Limitations
While the Notebook supports rich text editing, certain content types are currently not supported.
The following cannot be added to notes:
Images
Videos
PDF files
File attachments
Notebook is intended for text-based documentation and quick note-taking.
Common Use Cases
Users typically use the Notebook to:
Capture quick ideas during work
Maintain meeting notes
Track daily work summaries
Store reference links
Write task reminders
Draft documentation
Because it is built directly into the platform, users can document information without switching between tools.
The Notebook feature helps keep your thoughts, ideas, and work notes organized in one place, allowing you to focus on your tasks while keeping important information easily accessible.Content coming soon...
Last updated
Was this helpful?