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Manage note types

Learn how to add, edit, and remove note types from the web app.

  1. Click on your name in the top right.
  2. Select System Settings.
    Web_Name Menu
  3. You're now on the Note Types page. 
  • To Add a new Note Type:
    • Click the blue + New Note Type button.
    • Enter the name of the new note type and click Save.
  • To Edit an existing Note Type:
    • Click on the note type you wish to modify.
    • Update the name as needed.
    • Click Save to apply your changes.
    • To Delete a Note Type:
      • Click on the Note Type.
      • Click the Delete button.
      • Confirm the deletion by clicking Delete again.