Who can use this feature?
- Refer to user licenses for limitations
- Available on all plans
Bring your notepad into Totango! Notepad is a flexible workspace that mirrors how you work. Keep rolling notes, draft checklists, and maintain context on customer interactions. Everything saves automatically, so your work is always within reach.
To launch Notepad
Notepad is available from any screen in Totango.
- From the upper, right side of the screen, click the Notepad icon.
- Your notepad workspace opens (default to current week).
-
Begin writing text. Use the
/or@commands for shortcuts./command shortcuts:-
/T= Create a new task -
/TP= Create a new touchpoint -
/O= Create a new objective -
/H1= Heading 1 -
/H2= Heading 2 -
/H3= Heading 3
-
-= Bulleted List -
1.= Numbered List -
[]= To-do list -
>= Blockquote -
'''= Code Block -
---= Separator
@command shortcuts:- Start typing to search by task or touchpoint name (case sensitive)
-
@Task= Filter by tasks -
@Touchpoint= Filter by touchpoints
@ mentions to other objects are not yet available.
Highlight text within a note to see additional options:
- Text: Heading 1, Heading 2, Heading 3, Bulleted list, Numbered list, To-do list, Blockquote, Code block
- Create: The selected content automatically populates a task or touchpoint
- Character: Bold, Italic, Underline, Strikethrough, Code, Text & Background Color, Hyperlink, Link
- Paragraph: Alignment (left, center, right, justify)
Notes are automatically saved as you type.
There is a character limit of 16,777,215 per note (i.e., weekly).
-
- Use the drop-down to navigate to another week and capture notes for past or future dates. Your content is saved under that week’s workspace.
- Expand to full screen or collapse to a mini view so Notepad stays visible as you work. Close and re-open anytime! Your notes are always saved.