Organizing Notes

Keep notes displayed in the logical order

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  • Each Document is created from its Template. Once Templates are adjusted, you will never have to worry about ordering your Notes.
  • You can change order of the items on the same Topic in the Notes tab and change order of different Topics in the Document Vault - Page Template.

Walkthrough Link

By clicking the button below, you will be taken to Pulse360 application for a step by step walk-through.
Add a New Topic Walk-through


Step 1

Change order of the Notes on the same Topic by dragging 'Three horizontal lines' icon on the left.

Step 2

Check Topics order on the main Template (Document Vault - Page Templates). 

Step 3

Change order of Topics Placeholders by editing Blocks ('Pencil' icon)

Step 4

You can also add missing Topic to the main Template by editing Blocks ('Pencil' icon)

Step 5

Make sure all the Placeholders correspond with the Template (e.g., every Summary Template should contain Placeholders starting with {{summary: …}}) . 
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