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Create and Manage Notes Folders

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Bytimothy A
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Overview: 
Creating and Manage Notes Folders means organizing your notes into groups (folders) so they’re easier to find, sort, and manage. Most note-taking apps like Evernote, Microsoft OneNote, Notion, and Apple Notes support folders or similar structures.

Follow these steps to create and manage note folders:

Step 1: On your Dashboard, navigate to the Notes tab under the Customers section.
Step 1: On your Dashboard, navigate to the Notes tab under the Customers section.

Step 2: Click the plus sign in the Folders section of the sidebar.

Step 2: Click the plus sign in the Folders section of the sidebar.

Step 3: A pop-up will appear. From here, you can enter the folder name.

Step 3: A pop-up will appear. From here, you can enter the folder name.

Step 4: By clicking the folder icon next to the folder name text box, you can choose a folder color.

Step 4: By clicking the folder icon next to the folder name text box, you can choose a folder color.

Step 5: You can also select the users the folder will be shared with, then click Done to create the new folder.

Step 5: You can also select the users the folder will be shared with, then click Done to create the new folder.

Step 6: You can manage your existing folders by clicking the ‘Manage Folders’ button.

Step 6: You can manage your existing folders by clicking the ‘Manage Folders’ button.

Step 7: From this window, you can edit or delete your folders by clicking the corresponding icons. To return to creating a new folder, click the ‘Add Folders’ button.

Step 7: From this window, you can edit or delete your folders by clicking the corresponding icons. To return to creating a new folder, click the ‘Add Folders’ button.

Step 8: You can also edit or delete folders by hovering over the folder name in the sidebar.

Step 8: You can also edit or delete folders by hovering over the folder name in the sidebar.

Step 9: Click the three-dot button, and a pop-up menu will appear. From here, you can also open, edit, or delete the folder.

Step 9: Click the three-dot button, and a pop-up menu will appear. From here, you can also open, edit, or delete the folder.

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