Notes

PraxisNote’s note editor is a rich text workspace for capturing ideas, meeting notes, and documentation. Notes save automatically as you type and support a wide range of formatting options through the toolbar, slash commands, and keyboard shortcuts.

Getting Started

1. Open Notes from the sidebar.
2. Click the “Take a note…” field at the top to create a new note.
3. Start typing — the editor opens full-screen with a rich text toolbar.
4. Your note saves automatically. Navigate away at any time and your work is preserved.

Quick start

Press N on the Notes list page (when not in a text field) to create a new note instantly.

Notes List

The notes list displays all your notes in a responsive masonry grid (4 columns on wide screens, down to 1 column on mobile). Each note card shows a preview of the content with tag chips.

Search

Type in the search bar to filter notes in real time. Search matches against:

• Note content text
• Tag names
• Checkbox text

Shortcut	Action
/	Focus the search bar (desktop, when not in a text field)
Escape	Clear search and blur

Tag Filtering

Below the search bar, tag chips appear for any tags used across your notes. Click a tag chip to filter the list to only notes with that tag. You can select multiple tags. Click Clear to remove all tag filters.

Deleting Notes

On each note card, click the trash icon. A confirm button with countdown appears — click it to delete. A toast notification with Undo appears (5-second window to restore).

The Editor

When you open a note, you enter the full-screen editor with:

• A toolbar at the top for formatting
• The editor canvas in the center
• A footer status bar at the bottom showing last-edited time and tags

Auto-Save

Notes save automatically with a 1-second debounce after you stop typing. The header shows:

• Saving… spinner — while a save is in progress
• Saved checkmark — when the latest changes are persisted

You can also press Cmd/Ctrl+S to force an immediate save.

Editor Toolbar

The toolbar adapts to screen width, showing more buttons on wider screens and fewer on narrow screens. All hidden actions remain accessible via slash commands.

Block type dropdown — choose between Paragraph, Heading 1/2/3, Bullet List, Numbered List, Task List, Blockquote, and Code Block.

Text formatting buttons:

Button	Action	Shortcut
B	Bold	Cmd/Ctrl+B
I	Italic	Cmd/Ctrl+I
U	Underline	Cmd/Ctrl+U
S	Strikethrough	Cmd/Ctrl+Shift+X
Link	Insert/edit hyperlink	—
Highlight	Toggle yellow highlight	—
Text color	Open color picker	—

Alignment buttons: Left, Center, Right

List buttons: Bullet list, Numbered list, Task list (checkboxes)

Block buttons: Blockquote, Code block, Table, Image, Horizontal rule

Utility buttons: Undo, Redo

Overflow Menu

On narrow screens, less-used toolbar buttons move into a “More” overflow menu (three dots). This ensures the toolbar remains usable on mobile devices.

Slash Commands

Type / anywhere in the editor to open the command menu. Start typing to filter commands by name or alias.

Headings

Command	Aliases	Shortcut	Description
Heading 1	h1	Cmd/Ctrl+Alt+1	Large section heading
Heading 2	h2	Cmd/Ctrl+Alt+2	Medium section heading
Heading 3	h3	Cmd/Ctrl+Alt+3	Small section heading

Lists

Command	Aliases	Shortcut	Description
Bullet List	ul, bullets	Cmd/Ctrl+Shift+8	Unordered bullet list
Numbered List	ol, numbers	Cmd/Ctrl+Shift+7	Ordered numbered list
Task List	task, checklist	Cmd/Ctrl+Shift+9	Checkbox list (can sync with tasks)

Blocks

Command	Aliases	Shortcut	Description
Toggle Section	toggle, collapse, details	—	Collapsible content section
Blockquote	quote, bq	Cmd/Ctrl+Shift+B	Indented quote block
Code Block	code, cb	Cmd/Ctrl+Alt+C	Syntax-highlighted code block

Insert

Command	Aliases	Shortcut	Description
Table	—	—	3×3 table with header row
Image	img, pic	—	Insert image by URL
Divider	hr, line, separator	—	Horizontal rule
Date	—	Cmd/Ctrl+Shift+D	Insert today’s date as inline chip
Today	—	—	Insert today’s date as inline chip
Tomorrow	—	—	Insert tomorrow’s date as inline chip
Jira Link	jira, issue, ticket	—	Insert a Jira issue chip by URL

Alias shortcuts

You don’t need to type the full command name. For example, typing /h1 immediately filters to “Heading 1”, and /task shows “Task List”. This makes slash commands as fast as keyboard shortcuts.

Date Chips

Date chips are styled inline elements that display a date with a calendar icon. They render right inside your text flow.

Inserting a Date

• Type /date or /today to insert today’s date
• Type /tomorrow to insert tomorrow’s date
• Use the keyboard shortcut Cmd/Ctrl+Shift+D for today’s date

Editing a Date

Click on any date chip to open a popover with:

• Quick-pick buttons — Today, Tomorrow, Next Monday
• Date picker — for selecting any date

The chip updates inline when you pick a new date.

Checkbox-Task Sync

Task lists (checkboxes) in notes can be promoted to tasks on the kanban board.

1. Create a task list using /task or the toolbar checkbox button.
2. Write your checklist items.
3. Hover over a checkbox item to reveal a promote button (arrow icon).
4. Click the promote button to create a corresponding task on the kanban board.
5. A toast confirms the task was created, showing its title.

Once promoted, the checkbox shows a status badge indicating the linked task’s current state (Todo, In Progress, or Done). Click the badge to navigate to the task on the kanban board.

Note

Promoting a checkbox creates a one-way link. Checking the checkbox in the note does not change the task status, and vice versa. They track independently after creation.

Smart Paste

When you paste content into the editor, PraxisNote intelligently handles certain formats:

• URLs — pasted URLs are automatically converted into clickable links
• Jira issue URLs — if Jira is connected (see Integrations), pasting a Jira URL automatically creates a rich inline chip showing the issue type, key, summary, and status

Tables

Insert a table via /table or the toolbar table button. Tables start as 3×3 with a header row and support:

• Resizable columns (drag column borders)
• Adding/removing rows and columns via context menu

Code Blocks

Insert a code block via /code or the toolbar. Code blocks feature syntax highlighting powered by lowlight with support for common programming languages.

Toggle Sections

Insert a collapsible section via /toggle. Toggle sections have a summary line (always visible) and expandable content. Click the chevron to expand or collapse.

Tags

Tags are managed in the footer bar at the bottom of the editor.

1. Click the “Add tag” button in the footer.
2. A search input appears — type to filter existing tags or create a new one.
3. Press Enter to apply the top suggestion, or click a tag from the dropdown.
4. Applied tags appear as chips in the footer. Click the × on any chip to remove it.

Tags overflow with a +N badge when more than 3 are applied. Click to expand, or click Less to collapse.

PDF Export

Export any note to PDF for sharing outside PraxisNote.

1. Open a note in the editor.
2. Click the PDF icon in the header bar.
3. A PDF file is generated and downloaded automatically.

The exported PDF preserves headings, lists, text formatting, and tables.

Keyboard Shortcuts

Notes List Page

Shortcut	Action
N	Create a new note
/	Focus the search bar
Escape	Clear search

Note Editor

Shortcut	Action
Cmd/Ctrl+S	Force save immediately
Cmd/Ctrl+B	Bold
Cmd/Ctrl+I	Italic
Cmd/Ctrl+U	Underline
Cmd/Ctrl+Shift+X	Strikethrough
Cmd/Ctrl+Alt+1	Heading 1
Cmd/Ctrl+Alt+2	Heading 2
Cmd/Ctrl+Alt+3	Heading 3
Cmd/Ctrl+Shift+7	Numbered list
Cmd/Ctrl+Shift+8	Bullet list
Cmd/Ctrl+Shift+9	Task list
Cmd/Ctrl+Shift+B	Blockquote
Cmd/Ctrl+Alt+C	Code block
Cmd/Ctrl+Shift+D	Insert today’s date
Cmd/Ctrl+Z	Undo
Cmd/Ctrl+Shift+Z	Redo
Escape	Navigate back to notes list (when not in editor content)

Tips & Best Practices

Use headings for structure

Start each note with a Heading 1 for the title. PraxisNote uses the first heading (or first line of text) as the note’s display title in the notes list.

Slash commands are fastest

Once you learn the aliases, slash commands are faster than reaching for toolbar buttons. Try /h1, /ul, /task, /code — each is just a few keystrokes.

Promote checklists to tasks

When your meeting notes contain action items as checkboxes, promote them to the kanban board so they don’t get lost. The source link on the resulting task card takes you right back to the note for context.

Tag notes for cross-feature search

Apply the same tags to related notes, tasks, and meetings. Then use the Tag Hub to see everything for a project in one view.