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Notes

The Notes feature in Avikto allows you to keep personal or team notes accessible across the platform. Use notes for quick thoughts, reminders, guidelines, or any information you want to reference later.

Creating Notes​

Access Notes from the main navigation:

  1. Click Notes in the sidebar
  2. Click New Note or Add Note
  3. Enter your content
  4. Notes auto-save automatically

Note Organization​

Personal Notes​

Private notes visible only to you. Use for:

  • Personal reminders
  • Task lists
  • Private observations

Team Notes​

Shared with your project or organization. Ideal for:

  • Team guidelines
  • Standard operating procedures
  • Shared checklists
  • Meeting notes

Note Features​

Rich Text Editing​

  • Formatting — Bold, italic, underline
  • Lists — Bullet points and numbered lists
  • Code blocks — Technical documentation
  • Tables — Structured information
  • Links — Reference cases, projects, or external URLs
  • Attachments — Embed files and images

Organization​

  • Tags — Categorize notes by topic
  • Folders — Group related notes
  • Search — Find notes by keyword
  • Star favorites — Quick access to important notes

Timestamps​

All notes include:

  • Created date — When the note was created
  • Last modified — When it was last updated
  • Author — Who created or last edited it

Use Cases​

Daily Operations​

Team Procedures
- Customer escalation process
- Case assignment workflow
- Approval required signatures
- Contact information templates

Knowledge Base​

Common Issues & Solutions
- Password reset procedure
- Case linking workflow
- Template customization steps
- Integration troubleshooting

Personal Reminders​

Quarterly Review Checklist
- [ ] Review team metrics
- [ ] Check pending automations
- [ ] Update case templates
- [ ] Audit user permissions

Sharing Notes​

Setting Visibility:

  1. Open a note
  2. Click Share settings
  3. Choose visibility:
    • Private — Only you can see
    • Project — Visible to project members
    • Organization — Visible to all organization members
    • Custom — Choose specific people

Permissions​

  • Create — All users can create notes
  • Edit — Creator or those with permission can edit
  • Delete — Creator or admins can delete
  • View — Based on sharing settings

Best Practices​

  • Keep notes concise and clear
  • Use consistent formatting for readability
  • Update notes when processes change
  • Archive old notes periodically
  • Use tags to stay organized
  • Share team guidelines as team notes
  • Include helpful links and references

Keyboard Shortcuts​

ShortcutAction
Ctrl+S (or Cmd+S)Save note
Ctrl+B (or Cmd+B)Bold text
Ctrl+I (or Cmd+I)Italic text
Ctrl+K (or Cmd+K)Add link

Integration with Cases​

Link notes within cases:

  • Reference notes in case comments
  • Create note reminders from case history
  • Share case-related notes with your team

See Also​