Within Teamwork.com, you can create notebooks in your projects as a way to store notes and important project information.

Go to the Notebooks tab of your project and click the Add Notebook button in the top right.

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If Markdown is enabled for your site, you will see an additional arrow beside the add button allowing you to use the traditional WYSIWYG (what you see is what you get) editor or Markdown to create your notebook.

Select the Use Editor option to create your notebook with the WYSIWYG editor.

Note: The editor type default is based on the type used in the last created notebook. If you click the Add a Notebook button instead of using the dropdown options, a notebook will automatically create using the default editor.

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In the notebook editor, you can give your notebook a title, description (optional), and add content to the main body of the notebook area. You can use the editor to format your text, insert links, tables or images.

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At the bottom of the editor, you will see additional options:

  • Who should be notified? 
    • You can choose to add anyone on the project as a follower to notify them of creation and further updates to the notebook by selecting the Edit button on the right. If there are people already selected to be notified, instead click the + Add More option. You can choose to notify people, teams and companies.
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  • Category
    • You can add a notebook to an existing category or create a new category directly by using the Add Category button at the bottom of the categories popup box. If you do not set a category, the notebook will default into the No Category section.
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  • Privacy
    • 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. By default, it will be set to Everybody on project. When you click the privacy field, a modal will open where you can select from companies, teams, and individuals.
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    • 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:
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Click Create Notebook to save the notebook, or Cancel to discard it. 

For more information, see: Creating a Notebook with Markdown