WHAT CAN I DO HERE?

The Notes + Files, Lists topic is perfect for managing local and online notes, checklists and to-dos, and online and local files — all in one place. You can create and organize notes, checklists and to-dos, drawings, video and audio. With this view, you can neatly organize your notes into notebook or categories. Once you’ve created your notes, to-do lists or other masterpieces, you can easily share them with your friends, family, or coworkers through email or social media. With just a few taps, they can open the notes directly in their LightArrow app.

With this view you can record and add audio and video, add photos, and hand-write and draw with your finger or stylus. Drawing tools include 35 beautiful colors with alpha options; line width choices; eraser; clear; undo; and email capabilities for drawings. Printing is also available for notes and drawings.

If you use online note services such as Evernote® or Toodledo® you can sync those notes seamlessly with your LightArrow app. Eliminate app hopping with the access to online files from Dropbox™, Box™, Google Drive™ and SkyDrive™.

If you’re using the My.Notes or Pro.Notes apps, you’ll find that you will receive most, but not all of features described here (such as “Touchpoints”). If you want to purchase the full app, you can find it at: LifeTopix at the Apple App Store

GETTING STARTED

If you haven’t done so already, when you begin using the Pro.Notes or My.Notes apps or the Notes + Files, Lists topic, start by setting up the following:

  • Categories: (Settings -> Manage Categories) Set up categories for bookmarks and notes.
  • Backup, Restore, & Sync: (Settings -> Backup, Restore & Sync) If using Sync + Share, set up device-to-device sync.
  • Notes + Files, Lists: (Online Notes tile): Optionally set up Evernote® and Toodledo® logins.
  • Notes + Files, Lists: (Folders or Files tile): Optionally set up logins for cloud services for file access.
  • Settings: (Settings -> Logins for Integrations) This view gives you access to all integration’s logins.
  • Notebooks: (Notes tile -> Group by Notebook -> Manage Notebooks.)

GLOSSARY OF TERMS

Folders: The local folder on your device, plus all online folders you have defined.

Files: Digital files on your device or shortcuts to files in your online folders.

Check­lists: general-purpose lists that you create in your LightArrow app.

Online Notes: Evernote® and Toodledo® notebooks and notes.

Notes: Digital notes you have made in your LightArrow app.

Categories: All notes defined in your LightArrow app, sorted by category.

TOUCHPOINTS

Touch­points allow relevant information to be shared seamlessly between Finances, Shopping + Gifts (Coupons), Travel + Places, and Education. Once you define travel-related resources such as bookmarks and online documents in Travel + Places, those resources are also accessible from Notes + Files, Lists. Or, if you have an education-related resource such as a research paper associated with an assignment in the Education topic, you can access the paper directly from the Notes + Files, Lists topic.

CATEGORIES FOR NOTES + FILES, LISTS

Categories are available for use with notes. You can create, modify, hide, or delete categories via Settings or directly from a tile for a note. When a category is deleted, it is completely removed from your app. When a notes category is hidden, it no longer appears in the Categories tile, but it remains defined, and is still available in the category list when you are defining a new note. Note that categories that are in use or serve as touchpoints to another topic cannot be deleted or hidden. For information about creating categories, refer to your help for Manage Categories.

ALERTS

Alerts display at the top of the Notes + Files, List view for anything related to checklists that are due within the next five days or currently overdue. For example, if you have a to-do list with items that are due, an alert displays to let you know. Or, if you’ve created a reminder for a note, it will display as an alert.

NOTES VIEW

Notes can include audio, video, photos, drawings, handwriting, and text. You can create notes in many areas of your LightArrow app, but you primarily manage notes via the Notes + Files, Lists topic. You can view all notes by tapping the Notes tile (including those synced with Evernote and Toodledo). Notes in this view are sorted in ascending order of date; notes with no date are listed at the bottom. If you wish to search for a note, tap the magnifying glass at the top-right of the view. To change the view of notes, you can choose how they are sorted. Options include: Show All, Category, Notebook, Context Tag, Date Tag, and Last Updated.

ALL ONLINE NOTES VIEW (EVERNOTE AND TOODLEDO NOTES)

Your LightArrow app includes simple, but advanced note-taking and provides access to best-in-class note-taking services such as Evernote and Toodledo. For example, you can open notes directly in Evernote, but keep them in context with everything else you’re doing in your life in your LightArrow app. For example, you might associate your Evernote notes with a project that you’ve created in your LightArrow app. In your LightArrow app, the All Online Notes view allows you to access, view, and sync notes from Evernote and Toodledo.

How to sign into Evernote or Toodledo:

  1. In the Notes + Files, Lists view, tap Online Notes.
  2. In the section for the service you wish to set up, tap Sign In.
  3. Enter your credentials as requested by the external application.

How to work with Evernote notes:

You can view your Evernote notes directly from your LightArrow app (or) you can sync your Evernote notes, which creates a LightArrow note and launches the Evernote application when you tap on the note text. This action allows you to edit your Evernote note in the Evernote application that’s set up on your device.

You can also create notes in the LightArrow application, and then sync those notes to Evernote (refer to Notes for more information about this procedure). After you sync your LightArrow app notes, you can edit them in the Evernote application. Drawings, media files, and handwriting are not synced. Note: Multiple blocks of text in your LightArrow app are combined into one note in Evernote.

  1. Once you’ve set up Evernote for use as described above, tap on one of your notebooks or notes that’s listed in the All Online Notes view (Notes + Files, Lists topic -> Online Notes). Synced notes and unsynced notes appear. 
  2. Tap on an unsynced note to open it in your Evernote app (you’re required to have the Evernote app installed on your device for this to occur).
  3. Alternatively, tap the cloud icon to sync a note. Syncing the note allows you to see the note directly in your LightArrow app; they appear as LightArrow app notes. When you type the text of a synced note, they’re opened in your Evernote app.

How to work with Toodledo notes:

You can view your Toodledo notes directly from your LightArrow app (or) you can sync your Toodledo notes, which creates a LightArrow note and allows you to make changes within your LightArrow app or your Toodledo app and seamlessly view the changes. The first time you access a Toodledo note, you’re required to log into the application in a web view. You can choose to save your credentials so you’re not required to log in again.

You can also create notes in the LightArrow application, and then sync those notes to Toodledo (refer to Notes for more information about this procedure). After you sync your LightArrow app notes, you can edit them in the Toodledo application or the Lightarrow app. Drawings, media files, and handwriting are not synced. Note: Multiple blocks of text in your LightArrow app are combined into one note in Toodledo.

  1. Once you’ve set up Toodledo for use as described above, tap on the Root folder (Notes folders) that’s listed in the All Online Notes view (Notes + Files, Lists topic -> Online Notes). Synced notes and unsynced notes appear.
  2. Tap on an unsynced note to open it in a Toodedo web viewer (you’re required to log in).
  3. Alternatively, tap the cloud icon to sync a note. Syncing the note allows you to see the note directly in your LightArrow app; they appear as LightArrow app notes. You can then make changes to the note in your LightArrow app and in your Toodledo app and they sync seamlessly.

CREATING AND MODIFYING NOTEBOOKS

You can create notebooks to organize notes for the purpose of viewing your notes by notebook. When you access the Notes view, you can group your notes by notebooks, as well as other aspects.

 How to create, modify, and delete notebooks:

  1. In the Notes + Files, Lists view, tap the Notes tile.
  2. Choose Group by: Notebook from the selector.
  3. Tap Manage Notebooks.
  4. Tap an existing notebook to modify it.
  5. To create a new notebook, tap the plus sign and type a title and description for a notebook in the New Notebook view.
  6. Tap Save.

Note: If you wish to delete a notebook, tap the delete icon after opening it for modification.

CREATING AND MODIFYING CONTEXT TAGS

You can create context tags to organize notes for the purpose of viewing your notes by context tag. When you access the Notes view, you can group your notes by contexts, as well as other categories. Learn more about contexts by visiting My Contexts.

 How to create, modify, and delete context tags:

  1. In the Notes + Files, Lists view, tap the Notes tile.
  2. Choose Group by: Context Tag from the selector.
  3. Tap Manage Context Tags.
  4. Tap an existing context tag to modify it.
  5. To create a new context tag, tap the plus sign and type a name and color for a context tag in the New Context Tag view.
  6. Tap Save.

If you wish to delete a context tag, tap the delete icon after expanding it.

CREATING, MODIFYING, AND SYNCING NOTES

To learn about creating, modifying, and syncing notes (with online notes services), refer to Notes.

UNDERSTANDING FOLDERS AND FILES

To learn about folders and files, refer to Folders and Files.

CREATING AND MODIFYING CHECKLISTS

To learn about creating, modifying, and creating checklists, refer to Checklists.

CREATING, MODIFYING, AND SHARING DRAWINGS AND HAND-WRITTEN NOTES

To learn about creating, modifying, and sharing drawings, refer to Drawings.

ASSOCIATING ITEMS WITH NOTES

The Notes + Files, Lists topic helps you to be more productive by allowing you to associate tasks, checklists, appointments, reminders, bookmarks, and files to notes. For example, if you’re working on class notes, you might set up a checklist of things that you need to study for a test and you’ll want to be able to easily see all checklist items associated with the class notes. By associating a checklists with the class notes, you have a central location to view these important study items.

How to associate a task with a note:

You can associate a note with a task or a task with a note.

Note: Anywhere you find a task in the app, you can open it, tap its Associate Topic tile, and select a note that you want to associate it with.

  1. Locate a note by tapping the Notes tile in the Notes + Files, Lists topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing task, tap Task and select the task you want to add by tapping it.
  5. If you’re adding a new task, tap Task and add a name and due date, and then tap Full Details to add more information.
  6. Complete the information for the task and tap Save.

How to associate a checklist with a note:

You can create a checklist in the Notes + Files, Lists topic and associate it with a note in the Notes + Files, Lists topic (or) you can associate a checklist to a task directly from the checklist.

  1. Locate a note by tapping the Notes tile in the Notes + Files, Lists topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing checklist, tap Checklist and select the checklist you want to add by tapping it.
  5. If you’re adding a new checklist, tap Checklist and add a name and due date. Optionally add a comment.
  6. Tap Tap to add Checklist item and add items to the checklist tapping Save as you create each one.
  7. Complete the information for the checklist and tap Save.

How to associate an appointment with a note:

Creating an appointment is a common function that can be created in many areas of your app. If you wish to add an appointment directly to a note, follow the procedure below.

  1. Locate a note by tapping the Notes tile in the Notes + Files, Lists topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing appointment, tap Appointment and select the appointment you want to add by tapping it.
  5. If you’re adding a new appointment, tap Appointment and add a name and start date.
  6. Tap Full Details if you wish to add full dates, invitees, context tags, associated topics, location, and to choose the iOS calendar to be associated with the appointment.
  7. Tap the tiles for the details you wish to add and complete the necessary fields.
  8. Complete the information for the appointment and tap Save.

How to associate a reminder with a note:

Creating a reminder is a common function that can be created in many areas of your app. If you wish to add a reminder directly to a note, follow the procedure below.

  1. Locate a note by tapping the Notes tile in the Notes + Files, Lists topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing reminder, tap Reminder and select the reminder you want to add by tapping it.
  5. If you’re adding a new reminder, tap Reminder and add a name and due date/time.
  6. If you wish to add context tags and select a calendar for an iOS notification, tap the associated tiles.
  7. Tap Save.

How to associate a bookmark with a note:

You can create a bookmark in the Bookmarks + Lockers topic and associate it with an item in the Notes + Files, Lists topic (or) you can associate a bookmark to a Notes + Files, Lists topic directly from the Notes + Files, Lists topic. For detailed information about creating bookmarks, refer to the Bookmarks + Lockers help.

  1. Locate a note by tapping the Notes tile in the Notes + Files, Lists topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing bookmark, tap Bookmark and select the bookmark you want to add by tapping it.
  5. If you’re adding a new bookmark, tap Bookmark and type a URL for a bookmark or search for a bookmark and select it.

How to associate a file reference with a note:

You can create a file reference in the Notes + Files, Lists topic and associate it with a note. Files can be local or stored online.

  1. Locate a note by tapping the Notes tile in the Notes + Files, Lists topic.
  2. After you open it, tap the plus sign at the bottom of the view.
  3. Choose Create New or Choose Existing from the menu depending on your choice.
  4. If you’re choosing an existing file reference, tap File and select the file reference you want to add by tapping it.
  5. If you’re adding a new file reference, tap File and select a folder and file.
  6. If you don’t see the file service you wish to use, you can set it up directly from the resulting menu by tapping New and completing the options for the file service.