How to Organize Notes by Color

How to Organize Notes by Color

Organize Notes By Color

Ever wonder how to keep track of who writes notes in each file, how to make a note stand out, or view which notes are of utmost importance just by a glance?

Notes can be seen in each file by everyone who has security privileges to do so. Sometimes we may want to have a note stand out so it is easier to find, or maybe it would be help to assign each individual a specific color so their notes are easier to identify.

Notes

When you access an individual file, you will see a Notes section at the top of the screen. To add a note, click either the plus sign '+' or click the Add Note button in the far left corner of the Notes section. 

Folder Sections

The Create Note window will then display and the new note can be created. You can use color to have a note stand out. You can change the font color or background color for the text in a note by clicking the background or foreground buttons and selecting a color. Then begin typing (the color can be changed as needed in the future by selecting text with the mouse and then selecting a new color).

Create Note Window

You can choose to have a color associated with each user so their notes are easily identified. You would always know your manager’s notes were in Red, for example. You can also choose whether you use the color as a foreground or background.

Example notes

You can change the color each time you go into notes, but what if you would like to set a color for an individual so they don’t have to change it each time? You can! Simply open My Settings from the Main Menu.

Folder Menu

Next, expand Text Editor and select Notes

My Settings - Text Editor

With the Notes Settings, you can choose the Font, Font Size, and Color (both background and foreground) that will be used…

Notes Settings
…then write your notes, in the color of your choice!

Please contact Title iO Technical Support at 801-290-8585 ext. 2 or support@titleio.com for further assistance. Title iO, LLC and its successors and assigns makes no express or implied warranty respecting the information presented and assumes no responsibility for errors or omissions.






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