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Getting Started

Notes

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Notes keep text right next to your tabs: a reminder, a summary, or instructions for your team. A note is a card in a collection, just like a saved tab.

Adding a note

  1. Hover the collection and click its ··· menu, or right-click the collection.

  2. Click Add Note. The note opens in a new tab, ready to write in. If you've turned on Open cards on the same tab in Settings, it opens inside Toby instead.

    A collection’s menu with Add Note outlined

Writing your note

Give the note a title, then write below it. The toolbar adds bold, lists, checklists, links and headings. Toby saves as you type, so there's no Save button: just close the note when you're done.

A note open in its own tab, with its title, the formatting toolbar and a bulleted list

The note shows in the collection as a card with a preview of its text. To change it later, click it.

A note card, Q4 priorities, in a collection next to saved tabs

Deleting a note

Hover the note and click the trash icon. Or select it and click Delete in the bar that appears.

You can drag a note to another collection, like any card.