Guide
Write a note
Start a note from the Notes page or from a client, a project or a deliverable, format it as you write, and let it save itself.
Before you start
- No special role needed. Anyone can write a note only they can see, and anyone who can see a client, project or deliverable can write notes on it.
- Find it on Notes in the sidebar, or on the Notes tab of a client, a project or a deliverable.
Start writing
Open Notes
Pick Notes in the sidebar for every note you can see, or go to the client, project or deliverable the note is about and pick its Notes tab. Either way you get the notes already there, most recently edited first.
Click New note
WorkWiser creates the note and opens it straight away, on a page of its own. There is no dialog to fill in first: the note exists from the moment you ask for it, so nothing you type can be lost to a form you never finished.
Where the note lands follows where you started it. On a client, a project or a deliverable it is filed there. On the Notes page it takes whichever filter you have set, and with no filter set it is yours alone: only you can read it. Not even admins. Share moves it later, whenever you are ready.
Give it a title, or do not
The caret starts in the title box at the top. Type a title and press Enter to drop into the body.
Leave it empty and WorkWiser fills it in for you: the first line of what you write becomes the title the first time the note saves. Once a title exists, nothing overwrites it, so a note you named stays named however much the first paragraph changes. Until then the note is listed as Untitled note.
Format as you write
Select text for the formatting bar
Select any text and a small bar appears above it: the block type (paragraph, headings, bulleted, numbered and check lists), bold, italic, underline, strikethrough, inline code, text and background colour, and a link button.
On a phone the bar wraps onto a second row rather than running off the side, so every control stays reachable with a thumb.
Type / for the block menu
Type a slash on an empty line and pick what comes next: a heading, a list, a quote, a code block, a divider, a table. Keep typing to narrow the list, then press Enter.
The empty-note hint says the same thing, so the slash menu is not something you have to be told about twice.
Nest and outdent
Tab indents a list item under the one above it and Shift+Tab brings it back out. The usual shortcuts work too: Ctrl+B or Cmd+B for bold, Ctrl+I or Cmd+I for italic, Ctrl+K or Cmd+K to add a link.
It saves itself
There is no Save button. WorkWiser writes the note about a second after you stop typing, and again while you keep going, so a long paragraph written without a pause is never sitting unsaved.
The line beside the breadcrumb tells you where you stand: Saving while there is something to write, Saved when there is not. Leaving the page saves whatever is still pending first, so clicking a link mid-sentence does not cost you the sentence.
If a save is refused
The status line reads Not saved and a banner explains which of three things happened: somebody else changed the note while you were writing, the note was archived, or it is no longer one you can reach.
In every case your text stays on screen and nothing is written over the saved version. The banner offers Copy my version, so you can lift what you wrote out to somewhere safe, and Reload this note to come back onto the current version. Copy first, then reload: reloading replaces what is on screen.
This is the safe failure on purpose. A note quietly overwriting somebody else’s paragraph is worse than a note that stops and says so.
Good to know
The editor follows your theme and your accent colour, light or dark.
Click anywhere in the empty space under the last paragraph to put the caret at the end, the way a page of paper works.
An archived note is read-only. The page says so and offers Restore, so a note you archived by mistake is one click from being writable again.
Notes are not deleted, they are archived. See Find, archive and restore.
Ready to see it on your own work?
WorkWiser is in early access. Tell us where to reach you and we will send an invite when it is your turn.