Getting started
When you start a Session, you'll see the notes icon at the bottom right of your screen. To open the notes panel click the icon that looks like a little sticky note or use the keyboard shortcut Ctrl + N (more on shortcuts later).
Writing a note
To add your first note, just start typing! The text field capture your note straight away.
To save what you’ve written, press “return/enter”
To create another line in the same note, press “Shift + Return”
Notes are displayed in the order that they were take in, with the newest at the bottom
Both Facilitators and Observers can write notes against the call
To ensure notes are time-stamped, ensure you are recording the call
☝️ Quick Tip
If you want to remember a key moment of the session to come back to without the hassle of writing and saving a note, you can quickly add a marker by pressing 'Ctrl + . '. This will visually add an eyes emoji
Keyboard shortcuts
Save time navigating between notes, messages and call information by using our keyboard shortcuts. You can bring this up at any time by pressing '/', and they will pop up.
Mac shortcuts
Windows shortcuts
Editing and deleting notes
You can delete notes during a call as well as edit them in playback. Hover over the note you would like to delete, click the trash and the note will be removed. Deleted a note accidentally? We've been there too, just click undo and it'll come right back (phew) 😅.
View & download your notes
When a session is done you'll be able to find your session and notes in the participant screen:
From the participant list, click "View session" next to the participant who was in the session
This will take you to the playback screen, where you can play the session back and take a look at your notes
You can download your notes as a CSV and your session as an MP4
☝️ Quick Tip
You can do plenty in playback, including downloading and editing your notes!
Learn more about playback here!
I forgot to record my call but I took a few notes!
That's ok! You can still view your notes, they just won't be timestamped because the call wasn't recorded.
What else can I do with notes?
Plenty!
Use them as markers for creating a highlight reel
Use them in a good 'ol spreadsheet
Got questions?
Reach out to our friendly team over the Live Chat