OnboardingNotes

Using Ripple - Tools

Notes

Capturing Ideas

Notes are your team’s shared documentation. Think of them as lightweight, flexible docs - similar to Notion or Google Docs - but they live right inside your Ripple workflow.

They are perfect for meeting agendas, strategy documents, messy brainstorming, or building a team handbook.

Inside Notes

FeaturePurpose
EditorA clean, markdown-enabled writing space that handles text, images, and checklists with ease.
Co-AuthoringReal-time collaboration allows multiple users to edit the document simultaneously.
Privacy ToggleSwitch between Private (just for you) and Public (visible to the team) instantly.
PermissionsAssign roles like Viewer (read-only), Editor (can change content), or Owner (full control) to manage governance.

Controlling Access: Public vs. Private

Not every thought needs to be broadcast to the company. Ripple gives you simple control over who sees what:

  • Private Notes:

    By default, new notes created in your personal space are Private. These are for your eyes only - perfect for drafting ideas, personal to-do lists, or sensitive meeting prep.

  • Public Notes:

    Toggle a note to Public to make it accessible to your team. If you create a note inside a Channel, it defaults to public for that specific team.

Using Notes

Just like Calls and Tasks, you can start a Note from wherever you happen to be working.

Creating A Note

  • The Personal Way (Sidebar)

    Best for: Drafting personal thoughts.

    1. Click the Notes icon in the left sidebar.

    2. This opens your personal library. Click + New Note to start writing.

  • The Quick Way (Global Launch)

    Best for: capturing an idea while working on something else.

    1. Hover over the Ripple logo at the top of the sidebar.

    2. Select New Note from the menu.

  • The Project Way (Channel)

    Best for: Meeting agendas, project specs, or team wikis.

    1. Navigate to a specific Channel (e.g., ‘Marketing’).

    2. Click the Notes tab at the top.

    3. Click + New Note.

    Benefit: Notes created here are automatically linked to the project and visible to the channel members.

Inside The Note

  • Write & Format: Use standard typing. You can use Markdown shortcuts (like # for headings or * for bullets) to format as you go.

  • Collaborate: Click the Share button in the top right to invite teammates. You’ll see their cursors appear in real-time as they contribute.

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Tip!
Save the filing time. Create a Note directly inside a Channel to automatically link it to the project and share it with the team.
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