WorkastCreate real-time collaboration documents
Notes are a great way to collaborate with your team within Workast. From meeting notes to sharing media, from checklists to brainstorming, it's a useful way to share information quickly within your team.
Creating a note
Click on the "Notes" tab in the space.
Click on the "Create" button at the top left to start.
A new window will pop up. Confirm the space where you want the note to be saved, enter a name for the note, and click Create.
A new tab will open in your browser. To add content to your note, place your cursor in the text area and start typing.
Formatting a note
To add formatting or hyperlinks, select the text you want to modify and the formatting menu will appear.
The paragraph options at this time are:
New paragraph
Heading 1 (large heading)
Heading 2 (smaller heading)
Numbered list
Bulleted list
Checkmark list
Block quotation
Image (insert from a file on your computer)
Simple table creation
Video URL link
Addling links to your note
To add a link, highlight the text you want to link and click the link icon in the formatting menu.
To edit a link, highlight the linked text and click on the pencil icon.
To delete a link, highlight the linked text and click on the delete icon (link icon with the X.)
Sharing your note with your teammates:
Go to the Notes tab within your space
Right-click on the note you want to share
Select “Copy Link”
Share the link with your teammates
Note: Your teammate must be a member of the space to access the note.
Deleting your note
Only the note creator can delete the note.
To delete the note, right-click on the note in the notes tab space and select "Delete note". A confirmation will appear; click "Delete" to delete your note.
