The Notebook is home to all things relating to Pages/Notes/Tasks. This is so you can annotate the workers or businesses in your CRM and manage your daily tasks and assign tasks, other teams/people. Think of it as your work planner, where you can collaboratively manage your workers and business relationships.
The notebook is where all of your pages, notes and tasks will be displayed collectively and you can see those that are allocated to you and due today and also search through all other notes and tasks. These pages and tasks are also viewable from within people records and business records so whenever you’re looking at a particular record you can see all notes relating to that person or business.
Understanding the notebook screen
The main screen looks like the below image and is broken down into three sections.
Overview Summary
Assigned/created pages
Pinned Pages
Pages Updates
You also have these two buttons available to you on the main screen
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The Lists button will give you three options that allow you to navigate to the Pages List, Tasks List or Group List screens. |
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Will take you to create a brand new page, see Page Creation for more. |
Overview Summary
When you open the Notebook page you can quickly see a summary of the pages and tasks.
Open Pages | Displays the number of pages with the status ‘Open’ |
In Progress Pages | Displays the number of pages with the status ‘In Progress’ |
Open Tasks (Total) | Displays the number of tasks with the status ‘Open’ or ‘In Progress’ |
Open Tasks (Today) | Displays the number of tasks with the status ‘Open’ or ‘In Progress’ that have a task schedule date for today. |
Assigned/Created/Pinned Pages
In the dashboard, you can see the most recent 10 items for the Assigned, Created and Pinned pages. You can toggle between these options by using the buttons in the dark blue banner, as shown in the image below.
The information shown in these tabs is as follows.
Pages ID | This number is autogenerated when the page is created. You can go into the page by pressing select on the number. |
Contact | Who the page is assigned to at contact level, so in my example, page 0031 is for Amy Miles and will show on her people record. |
Subject | The subject on the page, which can be custom at the point of creation or the dropdown options are set up in CRM Settings. |
Tasks | The number of tasks created on this page. |
Notes | The number of notes created on this page. |
Last Updated | The date anything on the page was last updated, like creating a note or changing a status on a note or task. |
Status | The current status of the page. |
Contact Level | Is the contact record at business or people record. |
Action | You can delete pages if the status is ‘Open’ or ‘Closed’ |
Pinned Pages
You can view your pinned pages in this section, pages can be pinned by opening up the page and selecting the pin icon in the page header.
The way they are displayed is in the exact same format as the assigned/created pages. With the extra ability to unpin them via the action tab.
Page Updates
The section to the right is for updates, so you can see the most recent 25 changes that have happened to pages and tasks that you are associated with. This will update every time you enter the main screen, or it can be manually refreshed via the refresh button in the top right corner.
