Notes, Voice Notes, and Quick Capture

Create notes, convert them to tasks, and use voice input.

Notes, Voice Notes, and Quick Capture

Capture information quickly with notes and voice input.

Creating Notes

1. Go to **Notes** from the sidebar
2. Click **Create Note**
3. Write your note content
4. Optionally link it to a project
5. Save

Note Features

• **Rich Text**: Format notes with basic formatting
• **Project Linking**: Associate notes with specific projects
• **Search**: Find notes quickly by searching content
• **Archive**: Archive old notes to keep your list clean

Converting Notes to Tasks

Turn a note into an actionable task: 1. Open a note 2. Click **Convert to Task** 3. The note content becomes the task description 4. Assign it to a team member and set a due date

Voice Notes (Mobile)

On the mobile app: 1. Tap the microphone icon 2. Speak your note 3. ZonaPlan transcribes it using AI 4. Review and save the transcription 5. Optionally convert to a task

Best Practices

• Use notes for quick field observations
• Convert important items to tasks so they don't get lost
• Link notes to projects for context
• Archive completed notes to stay organized