Quick Guide

How to set up a personal Note Type list.

  1. From the New Note screen, click View in the top menu, then select Customise.
  2. Select the Note Type you will use most commonly from the Default Note Type drop down.
  3. Select other relevant Note Type(s) from the Available list (left pane) and move them to the Personal list (right pane) using the blue arrow or double click on the selection.
  4. Click OK when finished.

To use list, select Personal in the Note Type List Filter dropdown.



Updated: 16 September 2026