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.
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
companies.
- 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.
- 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.
- 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 Create Notebook to save the
notebook, or Cancel to discard
it.
For more information, see: Creating a Notebook with
Markdown