Notes + Files, Lists
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Shortcuts to an Organized Life.

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™.

f 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: https://itunes.apple.com/us/app/lifetopix-all-in-one-personal/id399076264?mt=8

GETTING STARTED

If you haven’t done so already, when you begin using the Pro.Notes or My.Notes apps or LightAr­row app 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 also 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 Com­mon Fea­tures.

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 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 is 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 is 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 categories.

 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, or tap the plus sign and type a title and descrip­tion for a note­book in the New Note­book view.
  5. Tap Save.

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, or tap the plus sign and type a name and color for a con­text tag in the New Con­text Tag view.
  5. 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 sta­tus, an optional com­ment, full dates, con­text tags, 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.

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