Within Teamwork Projects, you can create notebooks within an individual project as a way to store notes and important project information.
To add a new notebook, go to the Notebooks tab of your project:
From there, click the 'Add a Notebook' button in the top right:
Give your notebook a title, a description (optional), and add your content to the main body of the notebook area. You can use the editor to format your text, or insert links, tables or images:
At the bottom of the editing screen you will see more options:
- Notify by email
- You can choose to add anyone on the project as a follower to notify them of creation and further updates to the notebook by clicking the button with the mail icon under Notify by email. You can add people to the followers screen individually by selecting the green box next to their name or by company in bulk by using the All link next to the company name or remove them using None link.
- You can add a notebook to an existing category or create a new category directly by using the link at the bottom of the categories popup box. If you do not set a category, the notebook will default into the No category section.
- You can choose to make the notebook visible to everyone on the project, to all members of the project from a particular company, or to individual people on the project.
- Note: Site administrators in the owner company will always be selected (gray), as their permissions override privacy by default and they will always be able to see the item.
- Does this notebook contain sensitive content
- Mark a notebook as containing sensitive information to exclude the content from emails:
Click on the Create Notebook button to save the notebook when you are happy with it or 'Cancel' to discard it.
Note: The character limit for notebooks is 65000.
For more information, see: Creating a notebook with markdown