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📝 Team Notes — Help Guide
Getting Started
Team Notes is a collaborative note-taking app organized into Libraries, Folders, and Notes.
- Libraries — top-level containers (e.g., one per project or team)
- Folders — organize notes within a library, can be nested
- Notes — rich text documents with formatting, images, and comments
Sign in with Amazon SSO to get started. After login you'll see the Libraries home screen.
Admin emergency login: Add ?admin=1 to the URL to show the username/password form.
Libraries Home Screen
- Click + New Library to create one
- Click a library card to enter it
- Right-click a library card to rename, change color, or delete
- Inside a library, click the 📚 button to go back
- Use the search box to search across all libraries — click a result to navigate directly to that note
- Click 🔔 to see notes where you've been @mentioned
- Click 🌓 to toggle between light and dark themes
Creating Folders & Notes
- Use the Folder / Subfolder / Note buttons at the bottom of the sidebar
- Type the name inline and press Enter
- When creating a note, choose from 7 templates (Blank, Meeting Notes, Project Plan, Action Items, Weekly Status, Brainstorm, Research)
- Templates with date fields auto-fill today's date
- Keyboard: Ctrl+N for new note, Ctrl+Shift+N for new folder
Editing Notes
- Click a note in the sidebar to open it in the editor
- The first line is always an H1 heading that syncs with the note name
- Changes auto-save after 1.5 seconds — watch for "Saving..." → "✓ Saved" in the toolbar
- Use the toolbar for formatting: bold, italic, lists, tables, code blocks, images
- Click ☑ in the toolbar to insert a checklist with interactive checkboxes. Press Enter to add more items, Enter on an empty item to stop.
- Press Ctrl+S to force save immediately
- The breadcrumb path at the top is clickable — click any folder to navigate there
- The browser tab title updates to show the current note name — useful when working across multiple tabs
Focus Mode
- Press Ctrl+. or click the ✦ button to enter focus mode
- Hides sidebar, toolbar, and editor chrome — just your note centered on screen
- Press Escape or click "Exit focus mode" to return
- Great for distraction-free writing alongside a video call
Quick Switcher
- Press Ctrl+P to open the quick switcher
- Type to fuzzy-search all notes in the current library
- Click a result to navigate directly to that note
Folder Browser (Finder View)
- Click a folder in the sidebar to see a table view of its contents
- Columns: Name, Notes, Created, Created By, Last Edited, Edited By, Words
- Click column headers to sort
- Single-click to select, double-click to open
- Ctrl+Click to multi-select, Shift+Click for range select
- Right-click for context menu (bulk color change, bulk trash)
Renaming
- Double-click any folder, note, or library name to rename inline
- Or right-click → Rename
- Press Enter to save, Escape to cancel
Color Coding
- Right-click any folder or note → 🎨 Color
- Colors apply to both the icon and name text
- Multi-select items and right-click to change color in bulk
Drag & Drop
- Notes: Drag between folders in the sidebar or folder browser
- Folders: Drag any folder to reorder or reparent:
- Drop on the top third of a folder → insert above
- Drop on the middle → nest inside
- Drop on the bottom third → insert below
- Works across all levels — move subfolders to top-level or vice versa
- Multi-select notes and drag them all at once
Comments & @Mentions
- Click the 💬 button to open the comments sidebar (badge shows count)
- Type a comment and press Enter or click Send
- Type @ followed by a username to mention someone
- To anchor a comment to specific text: select text, then click 📌 Anchor to selection
- Click an anchored comment to scroll to the highlighted text
- Click 🗑 on a comment to delete it (removes highlight too)
- The 💬 badge turns red if you've been @mentioned in the current note
- Check the 🔔 button on the libraries screen for all your mentions
Sharing & Deep Links
- Right-click any note or folder → Copy link
- Share the URL with a teammate — they'll land directly on that note/folder after login
- The URL updates as you navigate, so you can also copy from the address bar
Trash & Recovery
- Deleted notes go to Trash with an undo toast
- Click the Trash button in the sidebar footer to view trashed notes
- Right-click a trashed note to Restore or Delete Permanently
- Keyboard: Ctrl+Backspace to trash the active note
Search
- Use the search box at the top of the sidebar — press Ctrl+F to focus it
- Searches note names and content within the current library
- On the libraries home screen, the search box searches across all libraries
Export & Import
- Single note: Click ⬇ Export in the toolbar → PDF, Text, or HTML
- All data (JSON): Click Export in the sidebar footer → JSON backup file
- All data (ZIP): Click ZIP in the sidebar footer → HTML files organized in folders, ready to browse offline
- Import: Click Import in the sidebar footer → load a JSON backup
Theme
- Click 🌓 to toggle between dark and light themes
- Available on both the libraries screen and in the editor toolbar
- Your preference is saved and persists across sessions
Keyboard Shortcuts
Press Ctrl+/ to see this list in-app.
| Action | Shortcut |
| Save note | Ctrl+S |
| New note | Ctrl+N |
| New folder | Ctrl+Shift+N |
| Quick switcher | Ctrl+P |
| Search notes | Ctrl+F |
| Focus mode | Ctrl+. |
| Trash note | Ctrl+Backspace |
| Close panel / modal | Escape |
| Show shortcuts | Ctrl+/ |
Sidebar Controls
- Sort: Use the dropdown to sort notes by Name, Last Edited, or Created
- ▶ All / ▼ All: Collapse or expand all folders
- Drag the right edge of the sidebar to resize it (200–500px)
- Click the ◀ button to collapse the sidebar entirely
Mobile
- Tap ☰ Notes to open the sidebar
- Tap a note to edit it full-screen
- Tap 💬 for comments (full-screen on mobile)
- Use the browser back button to navigate back from a library to the libraries screen
- Libraries grid adapts to smaller screens
Security
- Authentication via Amazon SSO (Federate + Cognito) or username/password
- Tokens refresh automatically — no session timeouts during active use
- Content Security Policy headers protect against XSS
- HSTS, X-Frame-Options, and Referrer-Policy headers enabled
Presence
- When viewing a note, you'll see avatar circles in the toolbar showing who else is currently viewing the same note
- Presence updates each time you open or refresh a note
Notifications
- When someone @mentions you in a comment, you'll receive an email notification with the comment text and a deep link to the note
- In-app: check the 🔔 button on the libraries screen for all your mentions
Feedback
- Use the feedback bar at the bottom of the libraries screen to submit feature requests or bug reports
- Type your feedback and click Send — it's saved for the admin to review
Team Notes v2.0 — 82 features — Built with ❤️ using AgentSpaces