How to Create a Notebook, Entry, and Task

This guide shows how to organize and track property- or tenant-related information by creating notebooks, entries, and tasks so you can attach files, set due dates, assign users, and get notifications. It walks through creating a general or related notebook, adding entries or task-specific details (including assignees, due dates, and follow settings), and editing or deleting notebooks. Follow it to centralize and manage work items and communications.

18 steps

Notebooks Overview

Notebooks Overview\ \ **NOTE:** Notebooks allow you to set important dates, tasks, notifications, and attach notebook-related files.

From the navigation menu, select **Notebooks.**

To view a Notebook for a specific **property**, select the **Related Property Notebooks** dropdown menu > Select the **Property**.

If you want to view a specific tenant's notebook, select the **Related Tenant Notebooks** dropdown menu > Select the **Tenant**.

Here you'll see the entries and tasks **assigned** to the property/tenant.

To access a notebook for a specific company, family, or contact, go to the companies, families, or contacts page > find the desired entity > select the three-dot menu next to the company, family, or contact > select notebooks.

How to Create a Notebook

The steps below will help you add a general notebook. This notebook will not be linked to any specific company, property, family, contact, or tenant. To create a notebook entry and task specific to a company, property, family, contact, or tenant, you must be viewing the notebook tab for that particular entity. Once you're on the appropriate notebook tab, the steps for adding a notebook and a task are the same.

From the navigation menu, select **Notebooks.**

Select **Add a new Notebook**.

Enter a **notebook** **name** > Enter a **brief description** > Select **Add this Notebook**.

The Notebook has been created.

How to Create a Notebook Entry and Task

Locate the appropriate **notebook** > Select **New Entry.**

Enter the entry information.

You can assign the entry to a user by entering their email in the **Assign User** **field.** To make the entry a task, select **This is a Task**.

Select the **Due On field** to assign a task due date. You can enter task details or acceptance criteria in the **Explain task and Acceptance Criteria** box. To receive task notifications, select **Follow.**

Select the preferred **Following Settings** > Select **Save.**

Select **Save.**

The **entry/task** will appear under the notebook it was created in.

How to Edit/Delete a Notebook

To edit or delete the notebook, select the notebook.

Edit the Notebook name or description > Select **Save**. Select **Delete Notebook** to delete it.

How to Create a Notebook, Entry, and Task

18 steps

Notebooks Overview

Notebooks Overview\ \ **NOTE:** Notebooks allow you to set important dates, tasks, notifications, and attach notebook-related files.

From the navigation menu, select **Notebooks.**

To view a Notebook for a specific **property**, select the **Related Property Notebooks** dropdown menu > Select the **Property**.

If you want to view a specific tenant's notebook, select the **Related Tenant Notebooks** dropdown menu > Select the **Tenant**.

Here you'll see the entries and tasks **assigned** to the property/tenant.

How to Create a Notebook

From the navigation menu, select **Notebooks.**

Select **Add a new Notebook**.

Enter a **notebook** **name** > Enter a **brief description** > Select **Add this Notebook**.

The Notebook has been created.

How to Create a Notebook Entry and Task

Locate the appropriate **notebook** > Select **New Entry.**

Enter the entry information.

You can assign the entry to a user by entering their email in the **Assign User** **field.** To make the entry a task, select **This is a Task**.

Select the preferred **Following Settings** > Select **Save.**

Select **Save.**

The **entry/task** will appear under the notebook it was created in.

How to Edit/Delete a Notebook

To edit or delete the notebook, select the notebook.

Edit the Notebook name or description > Select **Save**. Select **Delete Notebook** to delete it.