How to Use Notes & Lists

Create a Note or List

In the web browser:

1. Click Notes & Lists in the left navigation menu.

2. Click the orange button at the top right of the screen that says +New Note or List.

3. Choose the note or list you want to create.

4. Choose which content type of note or list you want to create. Remember that Circle members will only be able to see specific notes and lists as the permissions the Circle owner assigned permits.

5. Edit the title at the top.

6. Type out your note or list. You can organize with bullets and check boxes, add hyperlinks, use @ mentions to tag Circle members, and format text. 

7. When you are finished with your note or list, click the orange Save button at the top right of your screen.

In the mobile app:

1. Tap the Document icon on the bottom navigation bar.

2. Tap the orange button at the bottom right-hand corner that says +New Note.

3. Choose the note or list you want to create.

4. Choose which content type of note or list you want to create. Remember that Cirlce members will only be able to see specific notes and lists as the permissions the circle owner assigned permits.

5. Edit the title at the top.

6. Type out your note or list. You can organize with bullets and check boxes, add hyperlinks, use @ mentions to tag Circle members, and format text. 

7. Tap Save.

Edit a Note or List

In the web browser:

1. Click Notes & Lists in the left navigation menu.

2. Click the three dots on the note or that you would like to edit. 

3. Click Edit.

4. Edit your note or list.

5. Click Save.

In the mobile app:

1. Tap the Document icon on the bottom navigation bar.

2. Tap the three dots on the note or that you would like to edit. 

3. Tap Edit.

4. Edit your note or list.

5. Tap Save.

6. Tap Yes.

Delete a Note or List

In the web browser:

1. Click Notes & Lists in the left navigation menu.

2. Click the three dots on the note or that you would like to edit. 

3. Click Delete.

4. Click Yes.

In the mobile app:

1. Tap the Document icon on the bottom navigation bar.

2. Tap the three dots on the note or that you would like to edit. 

3. Tap Delete.

4. Tap Yes.