Noteboard

What Is the Noteboard?

Noteboard Uses

Noteboard Sets

Adding Entries to the Noteboard

Viewing and Editing Entries in the Noteboard

Opening a Noteboard Entry in the Edit Person/Family Panel

Removing Entries from the Noteboard

Showing/Hiding Preferred Pictures in the Noteboard

Sharing (Reporting and Printing) from the Noteboard

What Is the Noteboard?

The Noteboard is a window that provides a single location for easy and immediate access to person and family notes fields without the need to navigate to each family view, open the edit panel, and select the notes tab.

You decide which notes fields are listed in the Noteboard. Any person or family note can be added to or removed from the Noteboard at anytime as needed.

There are two ways to open the Noteboard window...

The left side of the Noteboard window is a list of the notes fields in the active Noteboard set - Noteboard sets are explained below. This list contains the notes fields that have been added to the active Noteboard set. Each note field is listed with the name of the person or family and the name of the notes field that has been included in the active Noteboard set.

Selecting a notes field in the list on the left side of the Noteboard window will present the contents of the selected notes field on the right side of the window.

You can view and edit the selected notes field just as you would in the Notes section of the Edit Person or Edit Notes panels.

Noteboard Uses

The Noteboard can be a useful tool for many different workflows in Reunion. Some uses might include...

Noteboard Sets allow you to maintain multiple Noteboards for different uses. For example you may have one Noteboard set for recording and reporting personal stories and another Noteboard set being used as a todo list of notes to be completed. The next section explains Noteboard sets.

Noteboard Sets

The previous sections describe the Noteboard and some possible uses for the Noteboard. However, there may be cases where the Noteboard will be needed for multiple unrelated purposes. I.e., it could be used as a todo list, for compiling stories, and/or for person notes fields to be updated at a reunion. This is where Noteboard Sets will come in handy.

The active Noteboard set is the Noteboard set displayed above the list of notes fields on the left side of the Noteboard window. When the Open in Noteboard button is clicked in the Edit Person or Edit Family window the notes field is added to the active Noteboard set.

By default, there is only one Noteboard set named "Default Noteboard Set." This will be the active Noteboard set, since it’s the only Noteboard set. To add, rename, remove, and reorder Noteboard sets or to select a different active Noteboard set, open the Noteboard Sets menu by clicking on the Noteboard Sets button (the name of the active Noteboard set) just above the list of notes fields.

The Noteboard Sets menu contains the following options...

Note: When a Noteboard set is cleared or deleted, the notes field references are removed from the Noteboard set, the actual notes fields are not deleted from the person or family record that owns each of the notes fields.

Only the reference to those notes fields are removed from Noteboard set.
Adding Entries to the Noteboard

To add a notes field to the active Noteboard, go to the family view of the desired person or family, open the Edit Person or Edit Family panel, click on the Notes tab and then click on the Open in Noteboard button under the notes field.

The Noteboard will open and the notes for the person or family will be added to the notes field list and will be selected. The notes field contents will be visible on the right side of the Noteboard window.

If the selected notes field has already been included in the active Noteboard set, that notes field will not be added a second time, instead the already added notes field will be selected when the Noteboard window is opened.

Viewing and Editing Entries in the Noteboard

To view or edit a notes field that is listed in the Noteboard, select the notes field in the notes field list on the left - the content of the notes field will appear on the right side of the window.

The right side of the Noteboard window will present the same options for editing and viewing notes fields that are available in the Edit Person and Edit Family notes panels. This includes text formatting, text coloring, find, find and replace, note stats, source citation adding and editing, as well as sharing. For more information on editing notes, click here.

Opening a Noteboard Entry in the Edit Person/Family Panel

When viewing and editing a notes field in the Noteboard, you might want to navigate to the person or family that owns that notes field.

Removing Entries from the Noteboard

To remove a notes field from the list of fields in the Noteboard, select the field to be removed and click the Remove from Noteboard button.

This will remove the notes field from the active Noteboard set.

Note: When notes fields are removed from a Noteboard set, the actual notes field is not deleted from the person or family record that owns that note field.
The notes field is also not removed from any other Noteboard sets.

Only the reference to that notes field in the active Noteboard set is removed.
Showing/Hiding Preferred Pictures in the Noteboard

By default, the preferred picture or icon for the person or family owning each notes field will appear in the list of notes fields. The preferred picture can be turned off by clicking on the Noteboard Sets menu button (just above the list of notes fields) and choosing the Show Picture menu item. This menu item will turn on and turn off the preferred picture that appears with each listed notes field.

Sharing (Reporting and Printing) from the Noteboard

All of the notes fields included in the Noteboard can be shared as a single report for sharing and/or printing. To share the notes fields in the currently selected Noteboard set, click on the Share button (the box with the arrow pointing up) at the bottom right of the Noteboard window and the Share Noteboard Entries window will appear.

You can choose to share just the selected notes field or you can share all of the notes fields listed for the active Noteboard set on the left side of this window.