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Notes

The Notes module allows you to create multiple notes for summary reports and supports real-time insertion of visual charts for data analysis. By combining charts and documents, you can conduct in-depth data analysis and summary reporting. Notes can be shared with all members of the workspace, preserving anomaly data analysis, which is helpful for tracing, locating, and solving problems.

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, and the creation will be completed.

For text input, refer to How to Write Text Documents;

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 the current note content as an Issue;

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

  • Export Note JSON: Export the current note as a JSON file to your local system to support restoration or sharing of the note in different workspaces;

  • Import Note JSON: Import a template JSON file;

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

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

    • Public: Open to all members within the workspace; other members' viewing and editing permissions remain unaffected;
    • Only Visible to Me: Only the note creator can view it; other members do not have viewing permissions.
Note
  • Non-public notes shared via link are still invisible to non-creators;
  • In non-blank notes, importing a template JSON will overwrite the original note, and once overwritten, it cannot be recovered.

Note List Options

  • Edit/Delete: Click the dropdown button at the bottom right corner of the note to choose edit or delete;

  • Search/Filter: Supports searching by keywords and sorting by modification time, as well as filtering quickly using the options on the left side.

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

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