Notely

Top Common Tasks ​

Use this page when you want quick, direct steps.

1. Open or change workspace ​

  1. Open File -> Open Workspace.
  2. Select the folder.
  3. Confirm.

2. Create a new note ​

  1. Open File -> New Note (Ctrl/Cmd + N).
  2. Enter note name.
  3. Start writing.

3. Create a folder ​

  1. Use folder controls in the list view.
  2. Enter folder name.
  3. Save.

4. Find text in current note ​

  1. Press Ctrl/Cmd + F.
  2. Enter text.
  3. Use next/previous controls.

5. Replace text in current note ​

  1. Open find panel.
  2. Enter find and replace text.
  3. Run replace or replace all.

6. Switch between Edit, Split, and Preview ​

  1. Open view mode controls in the editor header.
  2. Choose the mode that fits your task.

7. Show document outline ​

  1. Open View -> Show Outline.
  2. Click section headings to jump.

8. Enable Focus Mode ​

  1. Open View -> Focus Mode.
  2. Toggle off when done.

9. Insert an image into a note ​

  1. Use markdown toolbar image action.
  2. Pick file.
  3. Confirm insertion.

10. Insert a Mermaid diagram ​

  1. Use toolbar diagram action.
  2. Select Mermaid.
  3. Add Mermaid syntax.
  4. Check rendering in preview.

11. Insert an Excalidraw diagram ​

  1. Use toolbar diagram action.
  2. Select Excalidraw.
  3. Edit and save.

11b. Convert an image to Excalidraw ​

  1. In preview, right-click a workspace image.
  2. Choose Edit with Excalidraw.
  3. Draw and resize the base image as needed.
  4. Save diagram.

11c. Insert and design a Wireframe UI mockup ​

  1. Click toolbar diagram action (⚡).
  2. Select Wireframe.
  3. Switch to Preview and click the placeholder to launch Wireframe Studio.
  4. Drag components from the left stencil sidebar onto the canvas.
  5. Use the Inspector to tweak properties, structure, and annotations.
  6. Click Save Wireframe.

12. View or restore note history ​

  1. Click the History button in the note's top-right toolbar or press Ctrl/Cmd + Shift + H.
  2. Select a commit from the history timeline sidebar.
  3. Compare revisions or click Restore to revert changes.

13. Search across all notes ​

  1. Open global search.
  2. Enter keyword.
  3. Open matching result.

14. Open keyboard shortcuts ​

  1. Open Help -> Keyboard Shortcuts.
  2. Use it as a quick command reference.

15. Open troubleshooting ​

  1. Open Help -> Help Center (F1).
  2. Select Troubleshooting in the left menu.

16. Run AI setup and test ​

  1. Open AI -> AI Settings.
  2. Add your sign-in details for the AI service you want to use.
  3. Run the connection test.

17. Refresh semantic graph data ​

  1. Open Workspace -> Workspace Graph.
  2. Use graph refresh action.
  3. Verify freshness indicator updates.

18. Clean unused media ​

  1. Open media management/health view.
  2. Filter by unused media.
  3. Run bulk delete for confirmed unused files.

19. Restore original image after edits ​

  1. Open image editor for a previously edited image.
  2. Choose restore original.
  3. Confirm restore action.

19b. Restore original image from converted Excalidraw ​

  1. Right-click an Excalidraw preview that came from image conversion.
  2. Choose Restore original image.

20. Export a note to PDF ​

  1. Open note actions for export.
  2. Choose PDF export.
  3. Select destination and confirm.

21. Capture a screen area into a note ​

  1. Place cursor in note.
  2. Click toolbar capture icon or press Ctrl/Cmd + Shift + S.
  3. Select area in Windows snip overlay.
  4. If mode is Review, click Save in review dialog.

Set mode in Settings -> Screen Capture.

22. Manage tasks in List or Kanban Board view ​

  1. Open Command Palette (Ctrl/Cmd + K) and run Open Tasks Panel, or click Tasks in the left rail.
  2. Toggle between List View and Kanban Board using the view switch button (Columns icon).
  3. In Kanban view, drag and drop cards between To Do, In Progress, and Completed columns (or switch grouping to Priority).
  4. Filter by timeframe (Today, Upcoming, Overdue) or filter by note.
  5. Click any card to edit details in the inspector drawer or jump directly to the source note.

23. Export workspace as zip ​

  1. Go to landing view.
  2. Open File -> Export Workspace as Zip.
  3. Select format (notes as-is, PDF-only, or web format).
  4. Keep the app data toggle off unless you intentionally need .notes-app data.
  5. Browse destination and adjust filename if needed.
  6. Click Export Zip.