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Notes & Collaboration

Document every moment with real-time rich text editing.


Notes — On Book Pro

Overview

The Notes tool is your collaborative workspace for production documentation:

  • Rich text editing — Full formatting with TipTap editor
  • Real-time collaboration — Multiple users edit simultaneously
  • Report templates — One-click rehearsal and meeting reports
  • Stopwatch timer — Built-in timer with timestamp insertion
  • Floating editor — Detach your window for multitasking

Getting Started

Opening Notes

  1. Navigate to Notes in the sidebar
  2. You'll see the notes list on the left and editor on the right

Understanding the Interface

AreaPurpose
Notes List (left)All your notes, sorted by date
Editor (right)Rich text editing area
Toolbar (top)Formatting tools and actions
Stopwatch (floating)Timer with timestamp insertion

Creating and Managing Notes

Creating a New Note

  1. Click "+ New Note" in the sidebar
  2. Enter a title
  3. Start typing in the editor

Organizing Notes

  • Rename: Click the note title to edit it
  • Delete: Click the trash icon on hover
  • Reorder: Drag notes to reorder in the list

Rich Text Formatting

The editor supports full formatting:

Text Formatting

FormatShortcutToolbar
BoldCtrl+BB button
ItalicCtrl+II button
UnderlineCtrl+UU button
StrikethroughS button

Headers

  • H1: Large section headers
  • H2: Subsection headers
  • H3: Minor headers

Lists

  • Bullet lists: Unordered items
  • Numbered lists: Ordered sequences
  • Checklists: Interactive checkboxes

Other Elements

  • Block quotes: Highlighted quotations
  • Code blocks: Monospaced text for technical content
  • Horizontal rules: Visual section dividers

Report Templates

Rehearsal Report

Generate a professionally formatted rehearsal report:

  1. Click "Generate Report" in the toolbar
  2. Select "Rehearsal Report"
  3. The template populates with:
    • Date and call time
    • Attendance section
    • Work accomplished
    • Notes for departments
    • Schedule for tomorrow

Meeting Report

For production meetings:

  1. Click "Generate Report""Meeting Report"
  2. The template includes:
    • Date and attendees
    • Agenda items
    • Discussion notes
    • Action items
    • Next meeting date

Customizing Templates

Templates create structured starting points. Edit freely to match your needs:

  • Add or remove sections
  • Change headings
  • Insert additional content

Stopwatch Timer

The built-in stopwatch helps track rehearsal time:

Using the Timer

  1. Click the stopwatch icon to show the timer
  2. Click Start to begin timing
  3. Click Pause to stop temporarily
  4. Click Reset to clear the timer

Inserting Timestamps

While the timer is running:

  1. Click "Insert Time" in the timer panel
  2. A timestamp pill (e.g., ⏱ 12:34) inserts at your cursor
  3. Use this to log key moments during rehearsal

Use Cases

  • Track scene run times
  • Log when issues occurred
  • Document break lengths
  • Time costume quick changes

Floating Editor Mode

Detach the editor for multitasking:

How to Float

  1. Click the "Float" button in the toolbar
  2. The editor opens in a draggable window
  3. Position it anywhere on screen
  4. Continue working in other tools while editing

Returning to Docked Mode

  • Click "Dock" in the floating window
  • Or close the floating window

This is especially useful for:

  • Taking notes while reviewing blocking
  • Writing reports while checking the schedule
  • Documenting during live rehearsal

Real-Time Collaboration

Multiple team members can edit simultaneously:

How It Works

  • Changes appear instantly for all collaborators
  • See other users' cursors in real-time
  • No conflicts—CRDT technology merges edits automatically

Collaboration Tips

  • Communicate: Let teammates know when you're making major edits
  • Use headings: Makes it easier to work in different sections
  • Check presence: See who's online in the header

Keyboard Shortcuts

ShortcutAction
Ctrl + BBold
Ctrl + IItalic
Ctrl + UUnderline
Ctrl + Shift + 7Numbered list
Ctrl + Shift + 8Bullet list
Ctrl + ZUndo
Ctrl + Shift + ZRedo
Ctrl + SSave (auto-saves anyway)

Tips for Success

emoji_objects Use templates — Reports start polished, customize as needed

emoji_objects Timestamp key moments — The timer creates a running log

emoji_objects Float for multitasking — Keep notes visible while working

emoji_objects Collaborate live — Real-time editing replaces email chains

emoji_objects Print regularly — Generate PDFs for your binder


Printing Notes

Export notes for physical binders:

  1. Click Print in the Action Toolbar
  2. The note formats for clean printing:
    • Title as header
    • Proper margins
    • Page breaks where appropriate

Video Tutorial

video_library Watch: Using the Notes Editor (Coming soon)



Last updated: January 2026