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Create a Shared Note Series
Create a Shared Note Series

To collaborate on group todo's, checklists, etc.

Mikaela Friedrich avatar
Written by Mikaela Friedrich
Updated over a week ago

Depending on the situation, both methods can be very useful. Here are steps for both methods

Method 1 - Start from Scratch

Step 1

Go to the Home Panel and scroll until you see the streams section. Then click on the plus button to create a new note series

Step 2

You will then be prompted to create a series as usual and adding a name and description (optional). There is just an extra step to add the people who you would like to share the note series with.

Method 2 - Convert an Existing Note into a Shared Series

Step 1

To turn a note into a shared note series, first find the note on the Home Panel under Streams.

Step 2 

Once that note is selected, click on the Share button in the upper right hand corner of the note.

Step 3

Add the other users to the note.

Step 4

Then you should be all good to go! View the note in the Others section of the Home Panel

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