Within Teamwork.com,
you can create notebooks
in your projects as a way
to store important project
information and
notes.
This
article
relates to a Beta version of the
Notebooks
editor available for some Teamwork.com
accounts.
Go to the Notebooks
tab of your project and click
the Add
a Notebook button
in the top
right.
Note: It is not possible to create notebooks via Markdown using this version of the Notebooks editor.
The notebook
editor will open in full
screen view. You can give your
notebook a title, description
(optional), and add content to
the main body of the notebook.
You can use the editor
toolbar to format text
and insert items such as
tables, links, images, and
other content
types.
Using the notebook width toggle, you can choose whether each notebook's content should display in full or reduced width.
At the
bottom of the editor, you will
see additional
options:
- Keyboard shortcuts
- supported shortcuts for
formatting within the
editor can
be viewed via the keyboard icon in the
bottom left.
- Category - select an existing category to
associate with the notebook. Depending on
your permissions, there is also an option
to add a new category.
- Cancel - cancel the notebook creation and
return to your project.
- Note: All information
currently added to the draft notebook
will be lost.
- More options (three dots) will allow you
to:
- Lock notebook - while locked, only you
can make edits to this notebook.
- Secure content - when enabled, the
notebook contents will not be included
in any emails sent to
users.
- Publish - create the new
notebook.
- By default, nobody is notified of a
new notebook being created.
- By default, the notebook privacy will
be open to everyone on the
project.
Adding privacy to a
notebook
Once a notebook has been created,
you will be navigated to the read-only view of
the notebook.
From the read only view, you will
have the option to apply notebook
privacy. Click the padlock icon in the
top right to edit the notebook's
privacy.
Note: By default, the
privacy will be set to Everyone on this
project.
Clicking the current privacy setting
will open a privacy modal where you can select
specific project members, companies, and teams
to include in the notebook
privacy.
Once privacy has been enabled, the
padlock icon will update to red with the
selected user avatars displayed.
Notifying users
From the read only view of an existing
notebook, you will have the option to
select users to be notified of changes
going forward.
Click the bell notification icon
to edit notebook notifications. By
default, nobody will be
notified.
Click the current notify setting
to open the followers modal where you can
select project members, companies and
teams to be notified of the notebook and
any future changes.
Once notifications have been sent,
selecting the bell icon will show the
users avatars that are being
notified.
For more information, see: Editing a Notebook