Answers

Notes & Tasks - Quick Tips

March 5, 2026 vers. 2.0

Welcome to your Notes & Tasks Quick Tips.

1. Keep Notes & Tasks open in a browser tab on any device while writing, editing, revising, drafts, change notes...use with any writing software. Simple to use.


2. Add a new Notes/Tasks List/Lane by using the Toolbar icon. Drag between to complete.

3. Add notes/tasks/goals/descs to any List/Lane to manage story and draft change notes.

4. Add writing note/task to top of list/lane using icon. Set preference in Personalize area.

5. Hover over/tap(touch) writing note/task to select it.

6. Hover over/tap(touch) a note/task to add above or below it. Use + Add buttons.

7. Double-click/double-tap(touch) writing note/task to edit it/open edit panel, write in, view.

8. A selected note/task will also display a popup edit icon to open the edit panel.


9. Click/tap(touch) List/Lane name to customize and open information edit panel.

10. Or open the List's/Lane's information edit panel by selecting Edit under its dropdown menu.

11. Use , , and icons to open extended functionality in Notes & Tasks.


12. Select note/task then use the icon to drag/drop inside or between Lists/Lanes.

13. Drag/drop note/task anywhere you want.

14. A note/task dropped outside a List/Lane or the work area returns to its original location.

15. Move List/Lane by hovering over/tap(touch) the icon to select it.

16. Use the icon to move/drag/drop List/Lane wherever you want. A list/lane dropped outside the work area returns to its original location.


17. Close(Hide/Condense) or Open(Show/Expand) Lists/Lanes under its dropdown menu to give you extra focus.

18. Add filters plus tags to filter notes/tasks.

19. Use/Set Chapter #'s/Scene #'s, filters, tags to focus/work faster/better, build a better story.

20. Select/Use Chapter #'s/Scene #'s(future) on the toolbar and Customized Tags in the filter area to refine notes/tasks view. Connect/Tag to them in a note's/task's edit panel.

21. Use Filtered/Unfiltered button to turn Filtered view on or off. Use Filters Count button just to it's right to open Filters panel to set tags/filters.

22. Use Chapter #'s/Scene #'s, filters, tags to focus/filter your notes/tasks view to work on.

23. Selected Chapter #'s/Scene #'s, filters, tags show you only the items connected to them.


24. Describe and Map Draft and Change Notes for Notes & Tasks to finish a great story.

25. Work on/plan your story/stories/draft/change notes/tasks anywhere on any device.

26. Create and manage Multiple writing notes and tasks Workspaces for drafts, revisions, changes, alternatives within one Writing Project. Finish more projects. Use the icon to select workspace.

27. Take your writing project notes and tasks to the next level with Notes & Tasks Management.

28. Select a background image. Get focus and Motivation.

29. Take your Writing Notes & Tasks with you wherever you go.