Notes - Linked Notes

Contents - Index

Linked Notes

Notes are often most helpful when linked to activities. They can provide context and detail that may be difficult to express through the other Activity settings. To create Linked Notes, all you have to do is use the Notes panel on the Activities page. This panel acts like a small Notebook particular to the activity you have currently selected -- entering and editing notes works the same way as in the Notebook, and any Linked Notes you create will be displayed in the Notebook as well.

If you have an old note that you would like to link to an activity, you can do so by using Accomplice's drag and drop features.

First, find the note in your Notebook by doing a quick dashboard search.

Next click on the datestamp area of the note and drag your mouse over the Activities tab (at the top of the screen, next to the Notebook tab). When your Activities list appears, drag the note over your activities to scroll up or down until you find the activity you'd like to link to.

Finally, drop the note on the activity of your choice, and the note will appear in the notes pane below, indicating that it is now linked to your activity.

Unlinking Notes

To unlink a note from an activity, go to the activities tab, and click on the Activity to which your note is linked. Next, select the note in the Notes pane below, and click on the "Unlink" button in the Notes pane toolbar. Your note will disappear -- but don't worry -- it hasn't been deleted. Rather it has simply been unlinked from the selected activity. To find it again, just go to your notebook (by clicking on the Notebook tab at the top of the screen).