Using Review Notebooks

All reviews now contain a notebook designed to make it easy for your team to document review-related information.

Creating a Review Notebook

Create a new review or click into an existing review and you’ll find an attached notebook with rich text & collaborative editing support.

To access the notebook, click the notebook logo in the review panel as shown below

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Managing Permissions

Control who can add or edit content on notebooks with the “Edit Review Notebook” permission. Accessible under “Reviews” within the Roles & Permissions settings page, this permission ensures that your team members and stakeholders have the right level of access.

By default, workspace admins and full access users have notebook edit permissions, while limited access users don’t.

Collaborative Editing and @mentions support

Multiple people can add & edit content simultaneously, with unique cursors for each user. You can also tag and notify team members directly within the notebook. Mention support triggers in-app and email notifications, streamlining communication within your team.

Notebook Version History

Notebooks maintain version history, so you can revisit older versions, compare changes, and restore or revert as needed.

Rich Text Capabilities

You can use rich text options to enhance your text formatting. Keyboard shortcuts can be used to bold, italic, underline, strikethrough, create bullet lists, numbered lists, add hyperlinks, headers, align text, and use advanced table functionality. Here's a quick guide to the rich text keyboard shortcuts:

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Frequently Asked Questions (FAQs)

Can I control who edits the Review Notebook?

Yes, the “Edit Review Notebook” permission allows users to control who can edit the notebook separately from the review itself.

How does the collaborative editing feature work?

The collaborative editing experience mirrors Google Docs, enabling multiple users to edit simultaneously with unique cursors for each user.

What formatting options are available in the rich text capabilities?

The rich text capabilities include options such as bold, italic, underline, strikethrough, bullet lists, numbered lists, hyperlinks, headers, text alignment, and advanced table functionality.

Can I view the version history of the notebook?

Yes, a dedicated area displays the version history of the notebook, allowing users to compare, revert changes, and view date & time-stamped versions.

How do mentions work in the notebook?

Mentions support in the notebook triggers in-app and email notifications, ensuring effective communication within the team.