Creating new notes in conversations

Last Updated : Aug 09, 2024 |

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Create notes that all the conversation members can view and edit. You and your team members can manage the posted notes with the built-in conversation features.

Click the Message tab.
From the Message side pane, select a conversation.
On the conversation page, click .
STEP RESULT:
displays the note creator.
In the Title field, type the title for the note.
To create a header, click Normal and select a header level from the list.
In the Create your note here field, type the note text.
To add the note, at the top corner, click .

Note formatting options

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You can use the text formatting options to customize your notes. You can apply multiple formatting options simultaneously. To stop formatting your note, click the selected option again.

You can also use the keyboard shortcuts to format your notes. For example, you can press Ctrl + B to use the bold font. To see the shortcut for an option, hover over the option icon.

The following table lists the note formatting options:

Icon	Name	Description
	Bold	Highlights the note text in bold.
	Underline	Underlines the note text.
	Italic	Highlights the note text in italics.
	Strikethrough	Crosses out the note text.
	Text color	Changes the text color.
	Numbered list	Organizes the note text in a numbered list.
	Bulleted list	Organizes the note text in a bulleted list.
	Increase indent	Increases indent.
	Decrease indent	Decreases indent.
	Text alignment	Changes the note text alignment. You can align the text right, left, center, or justify the text.
	Insert link	Inserts a link to the text. You can also select a section of the text and click to embed a link to the selected text.
	Insert image	Inserts an image.
	Table	Inserts a table. You can also use this icon to edit an existing table.
	Insert horizontal line	Inserts a horizontal line.
	Code	Inserts a black code block for sharing code.