Strategy Simple Notes Sub-Section

Strategy Simple Notes Sub-Section

The Strategy Simple Notes sub-section provides a directory and workspace for creating, organizing, and managing dedicated note boards to capture strategic ideas and documentation.

Create New Notes Board

• Open Modal: Click the blue + New Board button at the top right of the screen.

• Enter Board Name: Type the title in the required Board Name * field (Enter notes board name).

• Confirm Creation: Click Create Board to build the new collection, or select Cancel to discard.

Overview Metrics & Search Controls

• Total Boards: Displays the total number of notes boards in the directory.

• Recently Updated: Displays the number of notes boards updated recently.

• Search Bar: Input field (Search notes boards...) to filter boards by title.

Directory Table & Board Management

• Table Columns: Displays existing collections under Board Name and Updated At headers (with sorting arrows).

• Row Quick Menu (...): Accesses additional board actions:

  • View: Opens the selected notes board canvas.

  • Rename: Updates the board's display name.

  • Delete: Permanently removes the board.

• Pagination: Use the Rows per page dropdown or navigation arrows to step through board entries.

Strategy Simple Notes

The Notes Board Canvas provides a dedicated text editor environment to write, format, and organize notes within a selected board.

Board Header Controls

• Notes Boards Selector: Dropdown menu showing the active board (Simple Notes), allowing you to switch boards or select + Create new board.

• Export PDF: Button located at the top right to export the open note content as a PDF document.

Left Sidebar & Note Management

• Search Notes: Input field (Search notes...) to filter notes in the active board by title.

• Sort Dropdown: Sort notes list by Updated (Newest) or Title (A-Z).

• + Button: Blue action button to create a new note entry.

• Note Item: Lists individual notes (Manual). Click the three-dot menu on a note item to Rename note.

• Note Counter: Displays total note count (1 note) at the bottom of the list.

Formatting Toolbar & Editor Workspace

• B (Bold): Applies bold styling (Ctrl + B).

• I (Italic): Applies italic styling (Ctrl + I).

• U (Underline): Applies underline styling (Ctrl + U).

• H1 / H2 / H3: Formats text as Heading 1, Heading 2, or Heading 3.

• Bullet List: Inserts a bulleted list.

• Numbered List: Inserts a numbered list.

• Insert Link (Chain Link Icon): Inserts a hyperlink.

• Insert Image (Image Icon): Embeds an image into the document.

• Undo / Redo (Arrows): Undo (Ctrl + Z) or Redo (Ctrl + Y) recent edits.