What is Northbeam Notes?

Northbeam users can create, store, and manage text-based notes or annotations within the dashboard.

The primary purpose of the Notes feature can vary depending on your goals, team dynamic, and workflow.

Where is Northbeam Notes?

You can locate the Notes button above the charts on the Sales Page and Orders Page on your Northbeam dashboard. 

How do I use Northbeam Notes?

There are two ways to use Notes on Northbeam: through the Notes app directly or by adding a Note on a specific spot in the dashboard.

Notes App

1. Click the Notes button above the chart on either the Sales Page or Orders Page. 
2. Select the data you want the Note to appear on the chart. 
3. Write your annotation in the text box.
4. Click Save

Notes App

1. Navigate to either the Sales Page or Orders Page. 
2. When you hover over each date on the page's Chart,  a + button will appear. Click on the + button and the Notes app fly-out will appear on the right of the dashboard with the data pre-populated. 
3. Write your annotation in the text box.
4. Click Save

How do I access my Notes?

1. Click the Notes button above the chart on either the Sales Page or Orders Page. 
2. You can find all your Notes for that specific page in the fly-out. 
3. You can choose to Sort by either Chronological or Recently Updated