Simona
Simona
Dec 20, 2023 by Rado

Notebooks

OVERVIEW

What Are Notebooks?

Notebooks serve for collaborative note-taking, team communication & alignment.

Think of a Notebook as a virtual container for notes, ideas, insights, opinions… pretty much anything you’d like to share with the team or jot down for yourself.

Meeting Notes, Innovation Ideas, Success Stories, Daily Standups…? You choose!

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Specific Type Of Notebook: Rhythm

Every team has its unique operating rhythm that consists of repeated activities, meetings, and rituals. Perhaps you practice Daily Standup in the mornings, or share a Weekly Retrospective on Friday, or hold a bi-weekly 1-on-1 Meeting

Notebooks in Ayanza can be scheduled specifically for this kind of repeated team activity - we call the Notebooks that are scheduled Rhythms.

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But Why Are “Team Meetings” Part Of The Note-taking Feature?

1. Output: When holding any team meeting, you usually end up with notes / next steps that need to be written down somewhere.

2. Preparation: Meetings are much more effective when attendees prepare their discussion topics, ideas, or updates to share beforehand.

3. Asynchronous communication: Meetings don’t have to happen physically all the time. It’s perfectly possible to hold meetings (e.g. Daily Standup) asynchronously by answering a set of pre-defined questions and sharing the answers with other team members.


BASICS

Create A New Notebook

STEP 1: Add a New Notebook

To add a new Notebook to your Ayanza, navigate to the NOTEBOOKS section in the left main navigation bar and click on the + button.

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STEP 2: Setup Notebook

Name: Give your Notebook a proper name.

Note Templates (optional): Choose a template for notes within the Notebook (read more below).

Permissions: Open Notebook for anyone to join, or Closed Notebook only for its members?

Members: Choose initial Notebook members.

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Schedule Notebook As Rhythm

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Step 1: Add a New Notebook

Selecting whether a Notebook is a Rhythm or not happens in the initial setup described above ⬆️.

Step 2: Schedule as Rhythm

Switch the “Schedule as Rhythm“ option ON to schedule Notebook as a Rhythm.

Step 3: Set Frequency

Pick when and how often the Rhythm should repeat (this will ensure that the Rhythm members are always reminded to fill in the Rhythm note).

Add A Note To Notebook

Add a Note to the Notebook via the “+ Note“ button in the top-right corner (1) or by clicking on the main input field at the top of the Notebook feed (2).

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Edit / Archive A Note In Notebook

To Edit an Existing Note

Click on the “✏️” in the top-right corner of the Note.

To Archive an Existing Note

Click on the “•••“ in the top-right corner of the Note and pick the “Archive“ option at the bottom.

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Set A Template For Notes In Notebook

You can set multiple Templates for your Notes within a Notebook → this means that when creating a new Note within the Notebook, you will be able to pick one of the Templates as a structure of your Note.

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Step 1: Set a Template

To create & set Templates for Notes click on ““ next to the “+ Note“ button and then on “+ New Template“. There you can pick a template from the library, or create your own.

Step 2: Use the Template

To apply a created Template to a Note simply click on the one you want when adding a new Note to your Notebook.

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Setting a Note Template is especially useful for Rhythms → browse the Rhythm Templates Library to find out more.

Scroll Through the Notebook

The main feed you see in your Notebook is ordered chronologically, so the most recently created notes are at the top.

To view all the Notes in detail you can scroll down the Notebook’s main feed.

Alternatively, you can use the minimalized feed located on the right side of your screen for a better overview of all Notes. To view a specific Note in the main feed, simply click on it and you will get scrolled down to it automatically.

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Any Questions About Notebooks?

Join Ayanza Community to chat with anyone from our team, or feel free to book a call to talk with us.