Notes¶

The Notes module allows the creation of multiple notes for summary reports and supports the real-time insertion of visual charts for data analysis. By combining charts and documents, you can conduct in-depth data analysis and summary reports. Notes can be shared with all members of the workspace, retaining abnormal data analysis, which helps in backtracking, locating, and resolving issues.

Create¶

1. Click Create Note;
2. Define the note title;
3. Select text or charts as needed to edit the note content;
4. Click Finish Editing to complete the creation.

For chart creation, refer to Visual Charts.

Manage Notes¶

Note Page Settings¶

After adding a note, click the button at the top of the page to perform the following operations on the note:

• Create an Issue from the current note content;

• Save Snapshot: Save the current note as a Snapshot;

• Export Note JSON: Export the current note as a JSON file to the local machine, allowing the note to be restored or shared across different workspaces;

• Import Note JSON: Import a template JSON file;

• Export as PDF: Export the current note as a PDF file to the local machine;

• Set Visibility: Set the viewing permissions for the note;

  • Public: Open to all members of the workspace, with no impact on other members' viewing and editing permissions;
  • Private: Only the creator of the note can view it, and other members do not have viewing permissions.

Note List Operations¶

• Modify/Delete: Click the dropdown button at the bottom right of the note to select modify or delete;

• Search/Filter: Search by keyword and sort by modification time; the left filter options can be used to quickly filter and find corresponding notes.

  • My Favorites: Notes favorited by the current user, click the favorite icon at the bottom right of the note to favorite it;
  • My Creations: All notes created by the current user;
  • Private: Non-public notes that only the creator of the note can view, other members do not have viewing permissions.