How to Organize Notes by Color
Organize Notes By Color
Ever wonder how to keep track of who writes notes in each file, how to make a note stand out, or view which notes are of utmost importance just by a glance?
Notes can be seen in each file by everyone who has security privileges to do so. Sometimes we may want to have a note stand out so it is easier to find, or maybe it would be help to assign each individual a specific color so their notes are easier to identify.
Notes
When you access an individual file, you will see a Notes section at the top of the screen. To add a note, click either the plus sign '+' or click the Add Note button in the far left corner of the Notes section.
Folder Sections
The Create Note window will then display and the new note can be created. You can use color to have a note stand out. You can change the font color or background color for the text in a note by clicking the background or foreground buttons and selecting a color. Then begin typing (the color can be changed as needed in the future by selecting text with the mouse and then selecting a new color).
Create Note Window
You can choose to have a color associated with each user so their notes are easily identified. You would always know your manager’s notes were in Red, for example. You can also choose whether you use the color as a foreground or background.
Example notes
You can change the color each time you go into notes, but what if you would like to set a color for an individual so they don’t have to change it each time? You can! Simply open My Settings from the Main Menu.
Folder Menu
Next, expand Text Editor and select Notes
My Settings - Text Editor
With the Notes Settings, you can choose the Font, Font Size, and Color (both background and foreground) that will be used…
Notes Settings
…then write your notes, in the color of your choice!
Please contact Title iO Technical Support at 801-290-8585 ext. 2 or support@titleio.com for further assistance. Title iO, LLC and its successors and assigns makes no express or implied warranty respecting the information presented and assumes no responsibility for errors or omissions.Related Articles
How to Utilize Color for Statuses and Priorities (Keep Organized with Colors)
The Power of Color Make workflow & viewing search results easier by making Statuses and Priorities stand out with color. Changing the color of Folder and Task Statuses and Priorities This must be done by the Administrator. 1. In Configuration, select ...How to Utilize your GreenFolders Inbox for Attachments, Documents, and Files
Your GreenFolders Inbox Just like the wire basket/inbox on the end of your desk, GreenFolders Inbox provides a location to place documents that you plan to file into the folder later. Find Inbox Options in My Settings Available features for ...How to Utilize Right Clicking
Right Click: Your Best Friend for Options Best Friends never let you down; neither will right clicking with your mouse. Using the right mouse button can provide you with many options to make changes to multiple items at once in GreenFolders. Just ...How to Utilize The Recent Folders Capability Part 2
Using Recent Folders – Part 2 Open the door to your folders! Have you ever wanted to find a folder by something other than the Folder Name? Well you can! The "key" is to add additional criteria, such as; Buyer Name, Seller Name, or Property Address ...How to Create Tasks, Tasks Templates, and Task Lists within a Folder
Tasks, Templates, and Task Lists Have you ever missed a deadline or opportunity because the sticky note glue gave out and the sticky note ended up on the floor? Keeping track of your to-do items, docket, order of the day, agenda, lineup or whatever ...