Managing Your Notebooks
Zach N. avatar
Written by Zach N.
Updated over a week ago

Note: Access to the Projects app is exclusively available to DashClicks Pro plan subscribers.

Step-By-Step Guide to Creating a Notebook

1. Access Applications Menu:

Hover over the navigation bar to the left of the dashboard and select ‘Projects’.

2. Navigate to the Files Tab:

Select the Project you want to access from the column to the left and then select the 'Notebooks' tab at the top of the page.

3. Initiate Notebook Creation:

Find the '+ Add Notebook' option in the top-right corner of the page and click on it.

4. Fill in Notebook Details:

A 'Create Notebook' form will appear in the center of the screen. The only mandatory field is 'Title'. However, you can add details like a description of the notebook and its contents.

5. Use the Text Editor:

The 'Body' section includes a text editor similar to word document software, where you can enter and format text, add hyperlinks, and even use emojis.

6. Confirm Creation:

Once you are satisfied with your notebook's details, click 'Create' at the top of the form.

7. Review New Notebook:

Your newly created notebook will be displayed in the notebook list along with its creation date. The latest update timestamp is shown under the notebook's title.

Step-By-Step Guide to Previewing and Editing Notebooks

1. Locate the Notebook:

Find the notebook you wish to review in your list or use the search bar at the top of the page to find a specific notebook.

2. Preview the Notebook:

To preview a notebook, click the 'Preview' button located on the right side of the page. This allows you to read through the notebook without activating the text editor.

3. Edit the Notebook:

If you wish to make modifications or add information to a notebook, click the pencil icon adjacent to the 'Preview' button. This will open the text editor where you can make changes to the title, description, or body of the notebook.

4. Confirm Edits:

Once you have made the necessary changes, ensure to click 'Update' at the top of the menu.

Step-By-Step Guide to Deleting a Notebook

1. Find the Notebook:

From your list, identify the notebook you wish to delete.

2. Select Delete:

Click the trash bin icon located on the far right. This will prompt a verification message confirming your wish to permanently delete the notebook.

3. Confirm Deletion:

If you are sure about deleting the notebook, click 'Delete'. This will permanently remove the notebook and its contents from the list.

Note: This action is irreversible, so make sure you won't need the notebook in the future before deleting it.

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