Introduction to Zoho Notebook

Topics covered in this article

This article covers Zoho Notebook, the Zoho app used to take notes, capture screenshots, attach files, create to-do lists and much more.

Who is this article for?

All employees.

Prerequisites

Before proceeding, ensure you:

1. Have access to Zoho Notebook. You can access the app directly by typing notebook.zoho.com in any web browser

Interface

As soon as you access Notebooks, you will see, to the left, a menu that gives you access to all the notes, notebooks, noteboards, etc. Also, you can see the list of notes you've created:

To check one of the notes, simply click on it. To create a new element, you can press the appropriate icon in the center of the page [1], or click on the "Add" button to the upper right corner [2]:

Bear in mind that

1. Notes: are individual spaces to save information

2. Notebooks: can include several notes

3. Noteboards: spaces you create to have different types of os annotations

4. Whiteboards: boards you can use to write like if using

These elements can be renamed, locked, deleted, shared with other teammates, etc.:

Also, you can search, add reminders or view your tags, by using the appropriate tools:

If you delete something, you can find it in the trash area:

Additional resources

Next steps

• Related Articles

• Apply for a leave or time off using Zoho People

  Topics covered in this article This article covers how to register time off using Zoho People. This helps an employee request time off when needed. Who is this article for? All employees. Prerequisites Before proceeding, ensure you: Have access to ...

• Configure leave and time off policies in Zoho People

  Topics covered in this article This article covers how to configure time off and leave policies, using Zoho People. Leave policies allow you to specify when an employee can leave the company for certain amount of time and for what reasons. Once ...

• Setup leave (time-off) policies in Zoho People

  Topics covered in this article This article covers how to configure time-off policies, and how can an employee request time off. Time off policies define the different scenarios under which an employee can leave. For example, they can take some time ...

• Introduction to Zoho People Self Service Portal

  Topics covered in this article This article presents an overview and introduction to Zoho People Self Service Portal, which is the portal that help employees communicate with teammates, request time off, upload or review files, open cases, take ...

• Time control through assistance reports in Zoho People

  Topics covered in this article This article covers how to generate reports to check employees assistance in Zoho People. This reports make it easy to check absences, assistance and time worked. Who is this article for? This article is for HR ...