Your First Note¶
[!abstract] What You'll Learn Create a note, choose its look, add checklist items, mark them complete, and manage your notes.
Step 1: Open Notes¶
Go to the Notes page (see Getting Started for Hub navigation). The page has a sidebar (note list) on the left and a detail panel on the right.
[!tip] Mobile layout On mobile, the list and detail toggle — only one is visible at a time.
Step 2: Create a Note¶
- Click Add Note (+).
- Fill in:
| Field | Description |
|---|---|
| Title | Max 100 characters |
| Color | For visual distinction |
| Icon | Represents the note's purpose |
| Private | Visible only to you (cannot be changed later) |
[!note] Privacy is permanent The Private setting is chosen at creation and can't be changed later. Public notes are visible to your entire group.
Step 3: Add Checklist Items¶
Your note is essentially a checklist.
- Type an item in the input field at the top of the detail panel.
- Press Enter to add it. It appears at the top of the uncompleted list.
- Repeat to build your list.
Step 4: Mark Items Complete¶
Click the checkbox on any item to toggle it between uncompleted and completed. The progress bar updates in both the detail panel and sidebar list.
Step 5: Edit or Delete Items¶
- Edit — Click the edit icon on an item, modify the text (or add a URL via the link icon), and confirm.
- Delete — Click the delete icon and confirm.
Step 6: Manage Your Notes¶
| Action | How |
|---|---|
| Pin | Click the pin icon to toggle pinning |
| Edit | Edit icon in the header to change title, color, or icon |
| Delete | Delete icon in the header. Notes are soft-deleted |
Step 7: Navigate Between Notes¶
Click any note in the sidebar to select it. The sidebar shows each note's icon, title, pin status, visibility, and progress bar.
What's Next?¶
- More on Notes — All notes tutorials.
- Budget Basics — Track your expenses.