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Help CenterContent ManagementCreating and Formatting Notes

Creating and Formatting Notes

Last updated August 30, 2024

Notes are a fundamental building block in Slab, offering a flexible way to capture ideas, meeting notes, quick thoughts, and more. This article guides you through creating notes and using basic formatting to make them clear and engaging.

Creating a New Note

1. **Navigate to "Notes":** From your workspace dashboard, click on the "Notes" tab to access the note creation area.

2. **Create a New Note:** Click "+ New Note" to create a blank note.

3. **Give Your Note a Title:** Enter a descriptive title for your note, reflecting its content. This helps keep your information organized and searchable.

4. **Start Writing:** Begin adding your content. You can use the editor's formatting options to enhance your notes.

Basic Formatting Options

  • Headings: Use headings to break up your content into sections and create hierarchy. You can create different heading levels by using # followed by the desired level. For example, "# Heading 1", "## Heading 2", and "### Heading 3".
  • Bullet Points: Use bullet points to create lists and organize information. Click on the bullet point icon in the editor toolbar to add a bullet point. You can create numbered lists by selecting "Numbered List" from the same toolbar.
  • Text Styles: Apply bold, italic, or strikethrough styles to highlight text, emphasize important information, or indicate something is no longer relevant.
  • Links: You can add links to other websites or notes within your workspace. Click the link icon in the editor toolbar and paste the URL you want to link to.
  • Attachments: Attach files, images, or other documents to your notes for easy access. Click the attachment icon in the editor toolbar, select the file from your computer, and upload it to your note.
  • @mentions: Use @ mentions to directly notify team members about specific notes or content. Type "@" and then start typing the name of the team member. Selecting their name will automatically add the @mention.

Additional Tips

  • Preview Your Note: Use the "Preview" button to see how your note will appear when shared or published. This helps you ensure proper formatting and visual appeal.
  • Save Your Note: Remember to save your note regularly using the "Save" button or by clicking on the "Edit Note" tab at any point. Slab saves your progress automatically, but it's always a good practice to save your work frequently.
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