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Notes

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Support a hyperlinked image in the text editor

What is the challenge? Instead of using plain text with a hyperlink on a published note, I want to be able to add a link to an embedded image on the note. It would make it look more graphically pleasing for the end users consuming the note. What i...
Madeleine Black 5 months ago in Notes 0 Future consideration

Add PDF workspace documents as a related link to records

What is the challenge? Cannot find PDF workspace documents in the documents list when I try to link a PDF document I have added to Knowledge > Documents, when I add a related link to a record What is the impact? Have to manually link fr...
Terence Osmeña 3 months ago in Notes 0 Future consideration

Embed a webpage within a Note in a KB

What is the challenge? When creating documentation to share in a Knowledge Base, sometimes you want to include information from another site. Currently you have to either : Copy and paste that content into the KB, so you have to maintain it in two...
Emily Yankush over 1 year ago in Knowledge bases / Notes 1 Future consideration

Create "Clear Font Size" Option (similar to Clear Stylings)

What is the challenge? We sometimes need to correct the font size. The Clear Styling Option does that, but it also clears any other stylings, such as bold and italics. We then have to reapply those stylings. What is the impact? Excessive time corr...
David Yelenchic 7 months ago in Notes 2 Future consideration

Pivot tables embedded in notes export to PDF display issues

What is the challenge? When a note with an embedded pivot report is exported to a PDF optimized for printing, the pivots are not treated well. If a table spans 2 pages, rows will be cut off between 2 pages instead of splitting between the pages. C...
Max Robbins 6 months ago in Notes 0 Future consideration

Add document automations

As a product team member, I have a series of documents that need to be captured on every epic (such as a BRD, a kickoff session agenda, and a retrospective agenda). I'd like to define a "template" experience such that when new epics are created, t...
Reilly O'Connor about 2 years ago in Notes / Whiteboards 2 Future consideration

Headings-based navigation menu on right-hand side of a Note

What is the challenge? Currently, the Table of Contents feature in Notes is very useful however lengthy Notes can lend themselves to near-endless scrolling. There is no side navigation to view the different sections/headings of a Note. What ...
Ian Babelon 2 months ago in Notes 0 Future consideration

Create and roll out document tree templates

What is the challenge? We are trying to drive consistency across how our research is carried out and what information is captured in notes across workspaces. Providing a method to define a folder structure of key information which can be rolled ou...
Sophie Ramsden 4 months ago in Notes 0 Future consideration

Add ability to sort tables in notes

Who would benefit? anyone trying to present data in a note What impact would it make? would help readability of notes How should it work? Would like to be able to sort a table of feedback from the client by a column (ex. priority) or a table of cl...
Jennifer Lange almost 2 years ago in Notes 0 Future consideration

Save custom highlight colors in text editor

I find the default text highlight colors too muted — typically I want to highlight something to make sure people notice and choose a bright "highlighter yellow." However, I have to keep updating the hex every time. I wish that the text editor...
Molly Jane Quinn about 2 years ago in Notes 1 Future consideration