Using and Working with Notes

Spike is the only platform that doesn’t break your workflow, is entirely unified, and open to everyone. Spike Notes pushes your workflow even further, putting all the tools you need at your fingertips and giving you a powerful, collaborative space for you to work with your team right in your inbox.

 

 

What are Spike Notes?

 

Spike Notes bring powerful, collaborative note taking tools to your inbox. Create, edit, and collaborate on Notes in real-time. Bring together your email, personal memos, collaborative sheets, project plans and meeting minutes in a single platform. It’s everything you need to be more organized, more efficient, and to make sure everyone is on the same page.

 

Because Spike is powered by email, all Notes have Spike’s super tools:

 

Real Time: Collaborate in real time on any Note. Get instant feedback when someone makes changes or leaves comments.
Reminders: Set reminders for yourself or anyone else, snooze your Notes until you need them (here is how to snooze)
Advanced Search: Advanced Search lets you search all your accounts using filters to find everything quickly
File Preview: Visually preview all files (even large email attachments), without having to open emails one by one.

 

You can use a Spike Note to take notes for class, brainstorm your next project, create a Word document for yourself or edit it in real time with your team or your clients.

 

Want to invite someone to edit the doc? Just share it with them. Doesn’t matter if they don’t use Spike. Anyone you invite to collaborate with you can easily access the Note.

 

Managing a project? Upload docs, images, PDFs, videos, or anything else you want. Use your Note to archive and keep a history of all your files.

How to create a Note

Mobile

  1. Swipe up (or long press) on the ‘New Message’ Spike tasks icon.

  2. Click Create Note (this will open an untitled note), or write a title and then tap Create Note.

    adding a title to a note

Desktop

  1. Hover over the ‘New Message’ Spike tasks icon.

  2. Click the upwards arrow.

    create a Note
  3. Write the note title.

    Note title on desktop
  4. Click on the Create a Note button.

How to delete a Note

Mobile

  1. Simple! Swipe the task to the left and tap the Trash icon.

    Delete task email

  2. If Quick Swipe is turned on:

    Delete email quick swipe spike

Desktop

 

There are 2 ways to delete a task on desktop:

 

Option #1:

 

Hover over the Note you wish to delete. Click the three dots that appear to open the action menu. A number of useful features will be shown. Click on the trash icon to delete the note.

 

 

Trash spike note

 

Option #2:

Right click the Note you wish to delete. Click the Trash icon.

 

     

    How to format a Note

     

    You have a toolbar at the bottom of each Note that can be used to format the text.

    This is the Spike Toolbar that will appear under every Note with all the formatting options.

     

    Spike notes formatting
    • Click theSpike notesicons to create a headings. H1 will create main headline and H2 will add a smaller subheading.

      Setting titles in a Spike note
    • Bullets list spike notesTo add bullets either click the icon or use the * sign in a new line (Shift+8).

    • Use the check box icon to create a check box list. Each new line (Enter) will create a new checkbox. Clicking the checkbox will mark the box in black and cross-off the text.

      Spike notes checkbox
    • Spike notesUse these icons to increase or decrease the indent. If you’re in the middle of a checklist/numbered list/ bullet list/ this will help with formatting or stopping the lists.

    • Spike notes emojiUse the smiley face icon in the bottom right corner to add an emoji.

    • Use colors to highlight and spice up your note by clicking the color icon  Color icon email

      Color note

    How to create a table on desktop

    1. Click the Table icon in the bottom Tools Bar. This will create a simple 3 column table with 2 rows.

      • Click the table you created to edit.
      • Move or stretch each line by holding them and dragging in the direction you desire.
      • When the table is bigger than the window, scroll from right to left to see the entire information.

      To add a row or column
      – click one of the icons with the plus signs Spike table notes.
      To delete a row or column – click one of the icons with the X signs.
      To delete an entire table – click the square with the X sign inside .

    How to create a table on mobile

    1. Scroll right to see more options in the format menu.

    2. Click the table icon that will be shown:

    3. This will create a simple table.

      • Click the table you created to edit.
      • Move or stretch each line by holding them and dragging in the direction you desire.
      • When the table is bigger than the window, scroll from right to left to see the entire information.

      To add a row or column
      – click one of the icons with the plus signs Spike table notes.
      To delete a row or column – click one of the icons with the X signs.
      To delete an entire table – click the square with the X sign inside .

       

    Resizing images

     

    When hovering over an image with your mouse, black lines will appear on the left and on right hand sides of the image. Dragging the image from the left hand line will change its location.

    Dragging the image from the right hand line will change its size. This also works with GIFs.

     

     

    How to schedule a reminder for a Note

    Mobile

    1. Swipe the thread you wish to snooze to the left.

    2. Tap on ‘More’.

    3. Pick a time you wish to schedule for, from the existing list or ‘Choose a time’.

      Spike email app

     

    Star emails Pro tip: you can customize your snoozing options and select the perfect times for reminders.

     

    If Quick Swipe is turned on:

    1. Swipe the Note from left to right to open the action menu.

      Customizable swipes
    2. Select the time for the scheduled reminder from the existing list or ‘Choose a time’.

     

    Set it and forget it 🙂 Snoozing a Note hides it from your feed once scheduled and reappears at the specific time.

    Desktop

    1. Click the three dots  that appear to open the actions menu.

    2. Click on one of the snoozing options.

    3. This will make the Note disappear and reappear again at the time you decided on.

    Pro tip: you can customize your snoozing options and select the perfect times for your reminders. Here is how.

     

    How to search in a Note

    Searching in a Note is super easy!

     

    Just hit Command + F if you are using MacOS, or Control + F if you are using Windows OS.

    Another option is to follow these steps:

    1. To search in a Note, click the three dots in the top right corner.

    2. In the menu that opens, click ‘Search’.

    3. When you search, use the arrows to navigate to the next or previous result.

    4. To navigate the options, you can also click Enter in your keyboard or Shift+Enter to go to the previous result.

    How to see a list of only Notes

     

    Finding your list of Notes is quick, simple, and convenient. Here’s how:

    Mobile

    1. Swipe from left to right to see the Menu.

    2. Under each account the Notes folders will appear.

      Spike email

    Desktop

    1. Click the Folders icon to see your list.

    2. Click Notes to view the full list for each of your accounts.

      Tasks Notes
    3. Filter your view by your sharing settings or by Starred/Inbox/Archived

      Sharing collaboration

     

    How to save a Note as a PDF

     

    Saving your Notes in PDF format for reference is easy. Simply click the three dots in the top right corner and then click ‘Download as PDF’.

    Print email


    We hope this was helpful!
    If you go through these steps and still have trouble, shoot us an email and we’ll be happy to help 😎

    chat@spikenow.com