Projects
Projects are the foundation of 200Notes. They help you organize your work, collaborate with your team, and keep related notes and tasks together in one place.
What are Projects?
A project in 200Notes is a container that holds all related work for a specific initiative, client, or area of focus. Each project includes:
- Notes - Documentation, meeting notes, ideas, and research
- Tasks - Action items, to-dos, and project milestones
- Team Members - Collaborators with different permission levels
- Settings - Project configuration and access controls
Creating Projects
New Project Setup
To create a new project:
- Click "New Project" - From your dashboard
- Enter project name - Choose a descriptive name
- Add description - Optional but recommended
- Choose visibility - Private or Team
- Create Project - Click to create your project
Naming Best Practices
Choose project names that are:
- Descriptive and clear
- Consistent with team conventions
- Easy to search and find
- Specific enough to distinguish
Project Templates
200Notes provides several project templates to help you get started quickly:
- Software Development - Bug tracking, feature planning, and documentation
- Marketing Campaign - Campaign planning, content creation, and analytics
- Client Project - Client communication, deliverables, and project tracking
- Research Project - Literature review, data collection, and analysis notes
- Event Planning - Task management, vendor coordination, and timeline tracking
Project Structure
Overview Tab
The Overview tab provides a high-level view of your project:
- Project Statistics
- Recent Activity
- Task Summary
- Quick Actions
Notes Section
The Notes section contains all project documentation:
- Meeting notes and agendas
- Project specifications
- Research materials
- Ideas and brainstorming
- Progress reports
Tasks Section
The Tasks section provides project management tools:
- Kanban board
- Task assignments
- Progress tracking
- Task dependencies
- Priority categorization
Project Organization
Folders and Categories
Organize your project content with folders and categories:
- Note Folders - Group related notes together
- Task Categories - Organize tasks by type or priority
- Tags - Add searchable labels to content
- Custom Fields - Add project-specific metadata
Search and Filtering
Find content quickly with powerful search tools:
- Full-text search - Search across all notes and tasks
- Tag filtering - Filter by tags and categories
- Date ranges - Find content by creation date
- Author filtering - View content by team members
- Status filtering - Filter tasks by completion status
Search Tips
Use these search operators for better results:
tag:important
- Find content with specific tagsauthor:john
- Find content by specific authorcreated:2024-01
- Find content created in January 2024"exact phrase"
- Search for exact phrases
Team Collaboration
Adding Team Members
Invite team members to collaborate on your project:
- Go to Settings tab - Access project settings
- Click "Invite Member" - Start invitation process
- Enter email address - Add person's email
- Choose role - Set permissions level
- Add message & send - Optional message and send invitation
Team Roles
Different roles provide different levels of access:
Role | View | Edit | Create | Delete | Invite |
---|---|---|---|---|---|
Viewer | ✅ | ❌ | ❌ | ❌ | ❌ |
Editor | ✅ | ✅ | ✅ | Own content | ❌ |
Admin | ✅ | ✅ | ✅ | ✅ | ✅ |
Owner | ✅ | ✅ | ✅ | ✅ | ✅ |
Project Settings
General Settings
Configure your project settings:
- Project Name
- Description
- Visibility
- Archive
- Delete
Notification Settings
Control how you receive project notifications:
- Email Notifications
- Push Notifications
- Daily Digest
- Mention Alerts
Integration Settings
Connect your project with external tools:
- Calendar Sync
- Slack Integration
- GitHub Integration
- Webhook URLs
Advanced Features
Project Templates
Create reusable project templates:
- Set up project structure
- Go to Settings → Templates
- Click "Save as Template"
- Name and configure template
Bulk Operations
Perform actions on multiple items at once:
- Bulk Edit
- Bulk Delete
- Bulk Move
- Bulk Export
Project Analytics
Track project performance and team productivity:
- Activity Timeline
- Team Contribution
- Task Completion
- Time Tracking
Best Practices
Organization Tips
- Use consistent naming conventions
- Create workflow-matching folder structures
- Use tags for quick categorization
- Archive completed projects
- Regularly review descriptions
Collaboration Tips
- Set clear roles and responsibilities
- Use @mentions for notifications
- Create shared team guidelines
- Regular check-ins and updates
- Use task assignments for clarity
Troubleshooting
Common Issues
Solutions to common project-related problems:
- Can't find a project - Check if it's been archived or deleted
- Permission denied - Contact the project owner to adjust your role
- Slow loading - Large projects may take longer to load
- Sync issues - Check your internet connection and refresh
Ready to Start?
Now that you understand projects, it's time to put your knowledge into practice.