Notebooks in Argenta provide a personal or team workspace for organizing notes, ideas, and information. They function like digital notebooks with categories and flexible note-taking capabilities.

What Are Notebooks?

Notebooks are collections of notes organized by topic. Use them for:

• Meeting notes and minutes
• Project planning
• Process documentation
• Personal reminders
• Research and ideas
• Reference materials

Accessing Notebooks

1. Go to Workflow & Productivity
2. Click on Notebooks
3. View your notebooks and create new ones

Creating a Notebook

1. Navigate to Notebooks
2. Click Add New
3. Enter a Notebook Name
4. Select a Category if applicable
5. Add a description
6. Save the notebook

Adding Notes to a Notebook

1. Open the notebook
2. Click on the Notes tab
3. Click Add New
4. Enter a note title
5. Add your content using the rich text editor
6. Attach files if needed
7. Save the note

Organizing Notes

Within a notebook, you can:

• Categorize notes by type
• Search for specific content
• Attach files to notes
• Add checklists for action items

Sharing Notebooks

Notebooks can be:

• Private: Only visible to you
• Shared: Visible to team members with access
• Locked: Protected from editing by others

Use Cases

• Meeting Notes: Create a notebook for recurring meetings
• Onboarding: Document processes for new staff
• Projects: Keep project research in one place
• Personal: Track your own reminders and ideas

Notebooks vs Notes on Records

Notebooks	Record Notes
Standalone workspace	Attached to a constituent or record
For general information	For information about that specific record
Organized by topic	Organized by record