Knowledge: creating & organizing notes

The Knowledge area brings every note and file in a project together in one searchable place. Here is how to create a note and find it again later.

Create a note

1. Open the Knowledge area in the sidebar.
2. Click Write note.
3. Give it a title and write the content in the editor. Images (PNG, JPEG, GIF or WebP, up to 10 MB) go straight into the text by pasting or dragging them in. Other files belong in the files area; the editor says so.
4. Save — the note appears in the Knowledge list right away.

The Knowledge view

A click on an entry opens it beside the list: the list narrows, the entry slides in from the right. The browser address names the open entry together with the search and the filters, so a reload shows the same again. A second click on the open entry, the ✕ at the top right or Escape close it.

At the top of the entry stands whether it is a note or a file, next to it the pencil for editing. The line between list and entry can be dragged with the mouse and stepped with the arrow keys; a double click restores its starting position, and the browser remembers where you left it.

You can find meetings in the Meetings area.

In a narrow window the entry takes the full width, and ‹ All entries at the top left is the way back. On the phone Lalabase shows either the list or the entry, with List view above it; + opens the form there as a page of its own.

Organize and find

Add tags to group related entries. Above the list sit the tabs All entries and one per type you may read (Notes, Files): each type is a built-in view, and on it the condition Type stands visibly under the tabs, so it is clear why you see only notes. The type is a condition like any other: through + Filter you pick it yourself too, for example notes and files together. Only a saved view made for one type does not offer that choice; its type is fixed. If you may read a single type only, the tabs and the condition are left out, the list is that type anyway. Narrow further by tag, creator, or date. The search depth controls whether the search covers the title only or title and content.

Saved views

Save a filter you use often via Save as a view in the row under the conditions, with its own name. It then sits as a tab above the list, next to All entries. Views with participants or a meeting date are saved in the project's meeting list and appear only there.

What's next

Every content change is versioned automatically — see Versioning notes & documents. Upload files under Uploading & managing files.