SmarterMail 15.x Help
This documentation is for a product that is no longer supported by SmarterTools.

Creating New Notes

To create a new note, click New in the navigation pane toolbar. This will open a new note window that you will use to add the note to SmarterMail.

Saving Note Details

When you add a new task in SmarterMail, you can save as much or as few details about the note as you like. In general, task details are divided into two sections:

  • Details - Type the text of the note and specify the color of the note. Note colors are a great way to keep notes of specific type neatly organized. As a side note, the colors available match the colors of traditional paper sticky notes. In addition, there is a complete text editor available when creating new notes, so adding in images, screenshots, links to Web pages, highlighting text and more are available so that users can create truly dynamic and inspiring notes.Note: The color and text of the note are the only required fields to save a note.
  • Categories - A category provides a way to organize your notes into manageable groups. To add a category, simply click the Master Categories button and type the new category name. Note: Be sure to separate categories with a comma.