Creating Notes in EnjoyHQ
Don't have a document for your feedback or research notes? Don't worry! Put thoughts and findings straight into EnjoyHQ, using Notes.
To create a note go to search and click on the cog icon. Notes can be created within a project - in that case we will automatically add that note to your current project's inbox.
What can you do with Notes?
While creating a Note, you can:
- Assign tags and sentiment
- Add images, videos and more
- Add the note to a research project
- Link it with a customer (or assign a new one)
In addition to creating and editing existing notes, feedback imported from forwarded emails, uploaded documents and imported videos can be edited in the same way. To edit a document, select "edit" option from the "more" menu:
- bold, italic and underscore font styles
- nested bullet and numbered lists
- quotes (also nested)
- rich embeds (from YouTube, public files in Google Drive, Dropbox, Slideshare and more)
- in-line images
You can copy and paste the content from any website or a document, and our editor will preserve as much formatting as possible.
Creating note templates
Notes can be copied, by selecting the "make copy" option from the more menu:
This mechanism allows for creating note templates, which can be used for new customer interviews, session notes and so on.
How to setup note templates?
Create a new note with the following content:
Subject: User interview with ...
Content: This is a interview with a customer - please attach their details when creating a new note. Also make sure to add it to a relevant project. Your notes and quotes go here: 👇
And assing the tag "internal-template" to the note before saving it.
Now whenever a new interview happens, you can quickly filter your feedback by the internal-template tag, make a copy and start writing your notes and findings!