Dashboards: Notes widget

For any memos, thoughts, or reminders you might like to jot down, you can utilize our Notes Dashboard widget 📝

You can add as many of these to your Dashboards as you want!


Overview

When you add a Notes widget to your dashboard, it provides a simple place to make notes. By default you can edit and format the note directly from your dashboard.

You can format the text by using the editing options at the top of the note or by using Markdown.

Tip

If you add a link to a note, this link only be clickable when the note is locked from editing.

You will also need to make sure that the full URL is used.

For example, [PocketSmith](https://www.pocketsmith.com)


Configuring the Notes widget

When adding or configuring a Notes widget, there are a few different options to customize it.

You can choose:

  • Text alignment
  • Background color
  • Font
  • Lock note and prevent editing

    If locked, the note is not editable from the dashboard


Markdown

As well as using the formatting dropdown, markdown commands can also be used to format the text while typing. The following markdown syntax can be used in the notes widget:


Header 1 # Header 1
Header 2 ## Header 2
Header 3 ### Header 3
Bold **Bold**
Italic *Italic*
Blockquote > Blockquote
Unordered list - List item
Ordered list 1. First item
Code `code`
Horizontal line ---
Link [Link title](https://www.example.com)
Image ![alt text](https://www.example.com/image.jpg)

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