Explore the Note editor

These features are available to all users.


The Note Editor is divided into four parts: the note header, the note body, and the left and right sidebars.


Explore the Note Header

The note header includes your note's title, cover and icon. From the note header, you can:

  1. Add or change your note's cover image.
  2. Add or change your note's icon.
  3. Add or change your note's title.

    mceclip7.png

Navigate Notes and Pages in the Left Sidebar

The left sidebar lets you navigate between all notes shared with you. From the left sidebar, you can:

  1. Navigate to the dashboard by clicking the Note icon.
  2. Return to your collection of Notes.
  3. Add a new page by selecting the plus icon (+) next to the "Pages" header.
  4. Add a new template by selecting the plus icon (+) beside the "Templates" header.

    overview.png

Use Advanced Options in the Right Sidebar

The right sidebar gives you access to advanced options, including account settings, linked tasks, note history, and note properties.

  1. Access Note preferences and account settings by clicking your user avatar.
  2. View all linked tasks in your note by clicking the task icon.
  3. View previous versions of your note by clicking the clock icon.
  4. Access basic note information — including who created it and when — and view a table of contents by clicking the info (i) icon.
  5. Click the More options (...) button to perform additional actions, such as creating a new page, duplicating, favoriting, moving or archiving the current note.

    right sidebar 1.png

     
  6. Create a presentation from your note by clicking the slideshow icon.
  7. Print your page or export it as a PDF by clicking the print icon.

    bottom right sidebar.png
     

Edit Content in the Note Body

The note body is where you create, edit and delete content blocks. From the note body, you can:

  1. Add a content block by clicking the plus (+) icon.
  2. Change and move a content block using the grip icon (::).
  3. Leave a comment on a content block to communicate with other users.
  4. Convert a block into a task in MeisterTask, or link it to an existing task.

    content editor.png
     

Add and Edit Tables in the Note Body

You can create and edit tables directly in the note body. Use tables to organize information, compare data, or structure plans in a format your team can scan at a glance.

To insert a table:

  1. Click the plus (+) icon in the note body to open the content block menu.
  2. Select Table from the list of available block types.

You can also insert a table using standard markdown table syntax directly in the note body. Header rows are supported.

 

Once a table is inserted, you can:

  • Add or remove rows and columns directly within the table.
  • Resize columns inline to adjust the layout.  

Row height cannot be resized. Tables do not support importing data from external sources such as CSV files or spreadsheets, and do not include formula or calculation support.


Was this article helpful?