How to use the Notes feature.

The Notes feature is a powerful tool for collaborating with others and providing contextual feedback on website design and development projects. With this feature, you can leave notes and comments on specific elements in the editor or in the front end, making communicating with others easier and improving the feedback between the business and the client.

In this article, we'll show you how to use the Notes feature, including its benefits and how to access it.

Benefits of Using the Notes Feature

Before we dive into the how-to's, let's talk about the benefits of using the Notes feature:

With the Notes feature, you can easily communicate any website changes that you want with us without the hassle of emailing back and forth or trying to explain things over the phone.

By leaving Notes directly on the website, you can pinpoint exactly what you want to modify or provide feedback on. You can tag specific team members using the @ symbol, ensuring that the right person receives your message. The team member will receive an email notification with a link directly to the Note, allowing them to view your comments and respond accordingly.

Not only does this streamline the communication process, but it also ensures that all feedback is in one central location, making it easier for both you and the agency to keep track of revisions and progress.

In addition, you can use the Notes feature to leave yourself reminders or instructions on how to manage or make changes to your website on your own. This is a great way to keep track of changes that you want to make in the future or to guide yourself through any updates or modifications you need to do.

To access the Notes feature, simply look for the Notes icon in the top WordPress bar when viewing the website’s frontend as a logged-in user.

How to Use the Notes Feature

Once you've accessed the Notes feature, it's easy to use. Here's how:

1. Log in 

2. On the black top bar that appears on the front end of your website when you're logged in, click the 'Notes' link.
3. Click on the element you want to add a note to.

4. Add your note or comment in the Notes panel that appears on the right side of the screen.

5. You can tag specific users by using the "@" symbol, and they'll receive an email notification with a link to the Note.

6. Once you've added your note or comment, you can return to the editor or page.

Review comments and get a high-level status check 

Using the Notes Panel, clients can view and filter through notes left on specific pages, easily distinguish between resolved and unresolved issues, and see notes assigned to them. This provides a high-level overview of where the website stands in terms of development and what changes have been made. Additionally, clients can navigate directly to each page with notes to view the comments left on it, making it easier to communicate specific changes or modifications they want to see on their website.

Additional Options

If you click on the ellipsis icon in the Notes panel, you'll see several additional options:

1. Mark as unread: This option allows you to mark a Note as unread so you can revisit it later.

2. Edit: This option allows you to edit the text of a Note or comment.

3. Copy Link: This option allows you to copy the link of a particular Note, so that you're able to share it

Summarizing