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The purpose of Memos is to document and gather information that support all projects. Unlike projects, memos are there to stay and will outlast them. This is why they have their own location. They can be added to existing Project Folders or you can create new Folders. Once created, memos can be reviewed and used by the whole team on any device anytime.
Let’s explore how to create memos, categories and new folders. We will also look at the search function to quickly find any memo across all folders.
Create a new Memo
Once you have successfully logged in you will be in the Dashboard perspective click on Memos in the Top Bar menu
This will bring you to Team Memos – Memos By Folder. Select a Folder and + Memo to add a new one.
Enter a description and Select Public or Private memo (private memos are visible to the author only) then click OK. The memo text is then ready to be written in the box below the Description.
A “Secret” tab can be also be used to enter extra sensitive notes. These notes are not searchable.
Please note : a "secret" text on a public memo is still visible for entire team. If you want to keep a memo just for yourself, it needs to be "private". "Secret" is about the extra security, encryption we apply to that section of the memo. Use it to write confidential information you do not need to search directly (eg confidential information about a client).
In addition to text files can be attached to your memos.
Create a new Category
in order to organize your memos you can create Categories for them. The category can be created directly when adding a new memo or you can do that later through the Edit tab.
In the Category field enter a Category name and Press Return on your keyboard.
Create a new Folder
Click on the Folder shortcut button. This will bring you to the Projects perspective in the Folders side menu. Click on Memos to add memos to it.
Search for a Memo
and many other things...
Click on Search in the Top Bar menu
This will give you a list of Data type : enter a Keyword to find a Memo, an email, a file etc..
The more specific your keywords are, the more precise your result will be.
Use keywords only, not phrases, all separated by space or comma. For example, to look for memos about "the pricing list for canadian clients", you could type simply : canadian pricing.
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