WHAT CAN I DO HERE?

NOTE: This help page applies to both LifeTopix (and other classic LightArrow apps) as well as to LightArrow Organizer for iOS and Mac. So, the screenshots and directions may vary slightly based on the app you’re using.

In your LightArrow app, notes can include audio, video, photos, drawings, and text. For new blocks of text, a timestamp is included or you can enter your own date and time for audio, video, drawings, or photos. You can create notes in many areas of your LightArrow app, but you primarily manage notes via the Notes + Files, Lists topic. Notes touchpoints are available for Financial Notes, Coupons, Travel Notes, and Education Notes. Consequently, you can add notes from each of these topics for finances, coupons, travel, and education and the respective category is added by default. This way, you can easily find notes for these topics through each of these topic’s views.

RELATED ANSWERS:

Note: When using notes for coupons, you can take a photo of a paper coupon or associate a bookmark to an online coupon.

You can associate notes to several different types of items, such as assets, events, log items, products, projects, services, service provides, subjects, trips, and visitors. For example, you might want to associate class or meeting notes with an education project that was created for a class or training session.

If desired, you can sync your notes with Toodledo® and Evernote®, which are popular to-do and notes applications. When using these online services, only the text is synced and new text blocks cannot be added (you can edit your original text block). In addition, all text blocks are combined and then synced into one note in the online service. Before you sync, you must set up your accounts in Logins for Integrations.

Note: You can create notes in the following topics:

  • Finances: Financial Notes tile.
  • Shopping + Gifts: Coupons tile.
  • Travel + Places: Travel Notes tile.
  • Education: Education Notes tile.

You can also create notes in other topics, such as Tasks + Projects, by associating notes with objects such as projects.

How to create a note:

  1.  In the Notes + Files, Lists view (or touchpoint topic), tap the plus sign and select Note.
  2. To quickly create a note, type a name and date, and then tap Save.
  3. Optionally, tap Full Details and type a name for the note and add or select a notebook for the note.
  4. If you wish to add a category to the note, tap the Categories tile.
  5. If you wish to add a context tag, tap the Context tags tile.
  6. Tap Create and Add More Data to add location, associated topics, and associated contacts.
  7. To add text, tap Text and type your desired text. You can add bulleted lists by tapping the bullets icon. Tabbing is also available. Arrow icons allow you to move the cursor right and left.
  8. To add Audio, tap the Audio button and choose Select From Media Folder or Record Audio.
  9. To add Video, tap the Video button and choose Select From Camera RollSelect From Media Folder or Record Video.
  10. To add a Photo, tap the Photo button and choose Select From Camera RollSelect From Media Folder or Take Photo.
  11. To add a Drawing or hand-written text, tap Drawing and create a drawing.
  12. Note: For easier note taking, you can view the note in full screen mode by tapping the Full Screen icon.
  13. If you wish, you can associate other items by tapping the plus sign in the Associated Items section. Refer to Notes + Files, Lists for more information.

How to edit a note:

  1.  In the Notes + Files, Lists topic (or touchpoint topic), tap the Notes tile.
  2. Tap a note and then tap Open or View Fullscreen.
  3. Tap Audio, Video, Photo, or Draw to change the type of note you’re editing.
  4. To edit the text of the note, tap the text and then tap Edit.
  5. To add an entry above the current text, tap Insert Above.
  6. To add an entry below the current text, tap Insert Below.
  7. To make a notation of the date and/or time you made the entry, tap Journal Time.
  8. To reorder blocks of text, tap the reorder icon (three lines) and drag and drop the text block.

How to delete a note:

  1.  In the Notes + Files, Lists topic (or touchpoint topic), tap the Notes tile.
  2. Tap a note and then tap More.
  3. Choose Delete.

How to associate a note with an item:

  1.  In the Notes + Files, Lists topic (or touchpoint topic), tap the Notes tile.
  2. Tap a note and then tap More.
  3. Choose Associate Topic or Associate Contact.
  4. Tap a topic or contact and then choose it.

SYNCING NOTES WITH TOODLEDO AND EVERNOTE

How to sync notes with Toodledo and Evernote:

  1. Tap the Notes tile in the Notes + Files, Lists topic (or touchpoint topic).
  2. Tap the note you wish to sync,  tap Sync, and choose a service.
  3. The note is synced with your selected service. With Evernote, it’s synced to your default Evernote folder. For Toodledo, it’s synced to your Note folder (which is the Root folder).
  4. With Evernote, you can open the note directly in the external app by tapping the text.

PRINTING, SHARING, DISCUSSING, AND EXPORTING NOTES

You can print individual notes, share notes via email, discuss notes via social media or SMS, or export notes. Users who receive a note via email can manage it in their app.

How to print a note:

  1. Tap the Notes tile in the Notes + Files, Lists topic (or touchpoint topic).
  2. Tap the note you wish to print and tap Open.
  3. Tap Actions and then tap Print.
  4. A PDF file is created and an alert appears asking if you wish to save the document as a local document. If so, tap Yes, otherwise tap No.
  5. Tap the Share icon at the top of the view and then tap Print.
  6. Print the document to the selected printer.

Note: You can also open the PDF document and save it to an online service, such as Dropbox, by tapping the Share icon and choosing an online service.

How to share a note via email:

  1. Tap the Notes tile in the Notes + Files, Lists topic (or touchpoint topic).
  2. Tap the note you wish to share and tap Open.
  3. Tap Share and then tap Email.
  4. Choose a recipient and then tap Send to send the email.

How to collaborate about a note:

  1. Tap the Notes tile in the Notes + Files, Lists topic (or touchpoint topic).
  2. Tap the note you wish to collaborate about and tap Open.
  3. Tap Share and then tap Post, Tweet or Text Message.
  4. A message displaying the title of the note appears.
  5. Modify the message as desired and send it.
  6. If you wish to view the replies at a later time, tap View Replies.

How to export a note to a CSV file (only associated tasks are exported):

  1. Tap the Notes tile in the Notes + Files, Lists topic (or touchpoint topic).
  2. Tap the note you wish to export and then tap Export.
  3. Complete the email and tap Send. It contains the .csv file from the export.