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 cloud ☁ (upload) icon. Notes can be created in the search area or within a project - in that case we will automatically add that note to your current project's inbox.
Alternatively, you can bring the note editor from anywhere in the app by clicking on the "New note" button in the left hand navigation menu:
What can you do with Notes?
While creating a Note, you can:
- Assign tags, properties and sentiment
- Add images, videos and more
- Add the note to a research project
- Link it with a customer profile (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 "Edit & More" menu:
The editor supports all the standard ways of formatting content:
- 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 - can be uploaded into the content or
You can copy and paste the content from any website or a document, and our editor will preserve as much formatting as possible.
To upload images into your notes you can click the "Add Image" option in the toolbar. This will show you an uploader window where you will be able to upload your image from your computer or from a cloud provider.
Once the upload finishes, you will have your image in the note:
Creating note templates
You can learn more about creating/editing templates here.
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