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Folders for Upcoming Calls and Unfinished Notes
Folders for Upcoming Calls and Unfinished Notes
Be prepared, proactive, and on top of needed action items with Notes!
Anji Patel avatar
Written by Anji Patel
Updated over a week ago

Up Your Game!

Want to be prepared for that upcoming call and have your notes tee'd up and ready? By creating folders and using checkboxes in Scratchpad Notes, it's easy to be proactive and organized. Want to stay on top of your notes that still need a little tweaking? Or that have unresolved tasks associated with them? You can create a folder in your Notes section for these notes. This will help keep you organized and keep your unfinished work top of mind.

Check Boxes for Post-Call Actions

With numerous actions to take on any given day, it can be easy to lose track of some things, overwork one's self or get overwhelmed!

Instead of creating endless to-do lists, create checkboxes within an existing note template or your current note to keep track of tasks associated with that call.

Folder for Upcoming Calls

  1. Open the notes tab of your Scratchpad Workspace in the top left-hand corner

  2. To create a Folder, you simply need to create a new note -

    • you can do this at the top of the left-hand side bar by clicking the plus (+) button

    • or at the bottom of the left-hand side bar by clicking the button for New Note

  3. Give the note a title (ex: Today's Calls or Upcoming Meetings)

  4. Hover over the title of the note you just created in the side bar and you'll see a NEW plus (+) button appear to the right hand side of the Folder name.

  5. Click on this plus button to create a child note inside this Folder

  6. You can now bring in templates that you would like to use on your calls, fill out any pre-call insight, and proactively set yourself up for success throughout your day.

πŸ‘‰ After your call, move your note to your Unfinished Note folder if there is still more you need to do!

🚨 Your notes for the day can also be created directly from your Google Calendar. Learn more HERE.

Folder for Unfinished Notes

  1. From your Notes tab and located in the "My Notes" section, click on the + icon to add a new note.

  2. Once the new note has been added, rename the note to "Unfinished' or something that indicates the folder will contain incomplete notes.

  3. In front of the new folder, you will see an arrow. Place the arrow in the downward position to open up the folder.

  4. Once the folder is open, shuffle any "unfinished" notes into the folder.

  5. Once the note is "finished" and all post call tasks completed, you can easily move this note into its end destination folder! Check out some suggestions as to how to organize your notes here!

πŸ‘‰ Once your note is complete, file it away for safekeeping by dragging and dropping it into the folder of your choice!

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