Within Teamwork, 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.
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.
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.
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
- 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.
- 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,
- 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
- Mark a notebook as containing
sensitive information to exclude the
content from emails:
Click Create Notebook to save the notebook, or Cancel to discard it.
For more information, see: Creating a Notebook with Markdown