As a creative entrepreneur or event professional, you know how important it is to keep track of every little detail. That's why we've created the Notebook feature in Aisle Planner – your perfect place to keep everything organized.

You'll find a dedicated Notebook within each of your projects in Aisle Planner under the NOTES tab. With it, you can:

Create new notes from scratch: Jot down any information you need.
Add external links: Create shortcuts to resources outside of Aisle Planner.
Use note templates: Quickly generate notes from your own saved library of templates.

The Notebook is designed to be flexible, so you can organize your notes in a way that works best for you.

Customize Your View

View Options: Use the View Options menu to switch up how you see your notes. You can create custom sections to categorize your content.

Drag and Drop: Easily reorder your notes and sections by dragging them up and down until everything is just right.

Note Management

More Menu: Hover over any note or shortcut to reveal the 3-dot More Menu. From here, you can:
- Add or edit cover images for your notes.
- Duplicate notes.
- Rename your notes.
- Save your notes as a template directly from your index.

Client Permissions and Visibility

Set Client Permissions: You have control over what your clients can see and do.

Visibility Indicators: Easily identify which notes are only visible to your team and which notes are locked to prevent clients from making changes.

Find What You Need Faster

Search Feature: If you have a lot of notes and shortcuts, use the search feature to quickly find specific information.

Creating a New Note

To create a new note, head on over to the Notes tab within a project and click on the Add New Note button.

You'll see three options for your new note:

Create a Shortcut (shortcuts are links to resources outside of Aisle Planner)
Create a new Note (from scratch)
Create a Note from Template

Select the note type and follow the prompts to create your new note.

Adding/Editing Cover Images for Notes

Personalize the look and feel of your notebook by adding custom cover images. When you create a new note or shortcut, you'll be prompted to upload a cover image, but you can always add, edit or change your cover images at anytime.

Note Cover Image dimensions are 4032 x 3024 pixels and 72dpi.
To keep page and image load times speedy, there is a 4mb limit for note cover images.

To add, edit or change your cover image from the note index, hover over the note and click on the 3-dot More Menu and select the Edit Cover Image option from the menu. Follow the prompts to upload and adjust your cover image, then click Save.

View Options: Grid vs List View

Aisle Planner's Project Notebook offers two view options to suit your preference: Grid of List view. To change your view, click on the View Options menu towards the top right of your Note Index and select your preferred view.

Reordering Notes

To reorder your notes, drag and drop each note into place. You can also move notes to other sections!

Creating Custom Sections

Custom sections help you categorize and organize your notes exactly how you want them.

Create and Name Sections

Hover your mouse above, below, or between any existing row of notes.
A plus sign will appear to the left of a gold dotted line. Click this plus sign.
Your new section will appear! You can custom name it (and rename it anytime) to perfectly fit your needs. Sections are now completely flexible and not tied to specific planning categories.
To rename a section, simply click on its current name to open the editor.

Move and Reorder Sections

If you have multiple sections, you can easily rearrange them:

Hover over a section title.
Click the up and down arrows that appear to the right to move the section (along with all the notes inside it) up or down.

Collapse and Expand Sections

You can also collapse and expand sections to hide or show their contents, helping you focus on what's important.

Delete Sections

To delete a section, hover over it and click the red Delete icon that appears.
Any notes that were in the deleted section will automatically move to the section directly above it.

Duplicating a Note

To create a copy of a note, hover over the note and click on the 3-Dot More Menu and select the Duplicate option. Your new note will be placed at the top of your note index. Don't forget to rename it for easy reference (and to avoid any confusion.)

Saving a Note or Shortcut as a Template

To save a note as a template, click on the 3-Dot More Menu and select the Save as Template option. Follow the prompts to name this new template and select the template folder to keep your templates organized.