How do I create and edit a note?

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The note tool is a feature that allows you to add personalized notes to any cell within your Workbook. The note tool can be found in the Toolbar and looks like a note icon. In this article, we’ll guide you through the simple steps to create, edit, and delete notes.

This article contains the following topics:

• How do I create a note?
• How do I edit a note?
• How do I delete a note?

How do I create a note?

To create a note:

1. Open your Workbook
2. Tap (or click) the cell you wish to add a note to on your Workbook

3. Tap (or click) the note tool (note icon), located in the toolbar on the top right side of your screen

4. Tap (or click) the text box and enter the text you want for your note using your device's keyboard

5. When you are finished, tap (or click) the right pointing arrow icon to complete your note

How do I edit a note?

To edit a note:

1. Tap (or click) the note indicator to display the note window

2. Tap (or click) the text box within the note window.

3. Using your device's keyboard, input the text you wish to replace your note with

4. When you are finished, tap (or click) the right pointing arrow icon to complete your note.

How do I delete a note?

To delete a note:

1. Tap (or click) the select tool, then tap (or click) “Select Objects” from the dropdown menu.

2. Tap (or click) and hold the note you want to delete

3. Tap (or click) the delete option that appears after selecting the note.

4. Tap (or click) the "Delete" option to confirm the action

Tutorial Video