Notes

Using Notes

Notes | Using Notes

Note-taking is an essential part of writing and editing content on Creately. You can now add notes to any shape. You can also select different sets of content blocks, or even create your own database using the Notes & Data feature on Creately.

Using Notes & Data on Creately

  1. Select a shape you want to add notes to.
  2. Select Shape DataShape Data in the top right corner.
Accessing Shape Notes Panel
Accessing Shape Notes Panel
Accessing Shape Notes Panel

Using Content Blocks

The rich notes section allows you to add content in multiple ways. You can format the notes attached to any shape on the workspace using the following Rich-Text formatting features available on the Notes & Data panel:

  • Data Fields
  • Headings
  • Numbered Lists
  • Bulleted Lists
  • To-do Lists
  • Block Quote
  • Table
  • Attachment

Adding a Content Block in Notes

Once you select a shape on the canvas and go to the Shape DataShape Data panel of it, enter /(forward slash) and select a content block from the drop-down list as shown below:

Using Content Blocks in Creately's Notes Panel
Using Content Blocks in Creately's Notes Panel
Using Content Blocks in Creately's Notes Panel
Using Content Blocks in Creately's Notes Panel
Using Content Blocks in Creately's Notes Panel
Using Content Blocks in Creately's Notes Panel

Formatting Content

You can make use of the different formatting options under the Notes panel using the content blocks that help you structure your content, which makes it easier to read and engage with.

Adding Lists

  1. Select a shape on the canvas and go to the Shape DataShape Data panel.
  2. Enter /(forward slash).
  3. You can select number of lists: bulleted list, numbered list, option list, or to-do list as follows:
Using Lists in Creately's Notes Panel
Using Lists in Creately's Notes Panel
Using Lists in Creately's Notes Panel
Using Lists in Creately's Notes Panel
Using Lists in Creately's Notes Panel
Using Lists in Creately's Notes Panel
Using Lists in Creately's Notes Panel
Using Lists in Creately's Notes Panel

Adding/Embedding Images

Incorporate external links, graphical presentations and designs in your notes as follows:

  1. Select a shape on the canvas and go to the Shape DataShape Data panel.
  2. Enter /(forward slash).
  3. Select the Upload File option.
  4. Select Browse and upload the image directly onto the Notes & Data panel.
  5. Once added you can resize the image as required.
Using Images in Creately's Notes Panel
Using Images in Creately's Notes Panel
Using Images in Creately's Notes Panel
Using Images in Creately's Notes Panel
Using Images in Creately's Notes Panel
Using Images in Creately's Notes Panel

Note: You can import SVG, JPEG, PNG, PDF, BMP, GIF and ICO files upto 5MB.

Adding Tables

You can add and customize tables in the data panel to better organize your information.

  1. Select a shape on the canvas and go to the Shape DataShape Data panel.
  2. Enter /(forward slash).
  3. Select the Table option
  4. You can now customize your table by adding and removing rows and columns by choosing the options that appear when you click on the table.
Using Tables in Creately's Notes Panel
Using Tables in Creately's Notes Panel
Using Tables in Creately's Notes Panel
Using Tables in Creately's Notes Panel

Viewing Notes

A DatabaseDatabase icon appears on all shapes that contain Notes. You can get a preview of the Notes added to a shape hovering over the databaseDatabaseDatabase icon.

Viewing Shape Notes
Viewing Shape Notes
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