Simplify Your Note-Taking with the Brand-new Note Feature in TickTick

What is Note?

Long extending itself as just a task manager, TickTick now has a separate note-taking area! Available across all devices, it can provide you with a fluent experience of note taking on iPad, mobile phones, Mac or Windows!

Note is a new and free feature introduced to simplify your note-taking process at TickTick. The confusion may immediately rise between some of you who’ve already been used to having task descriptions for this purpose. Indeed, descriptions could be used for keeping some simple notes of the task. However, limitations were quite obvious too: For one thing, it doesn’t look like a note but still a task associated with your schedule, priority, and arrangement; for another, once the task is completed, the description within it will also be gone. Thus, to provide you with a more intuitive note-taking process, and an individual space to save notes for you to look back at any time, here comes the Note!

How to access Note?

  • To add a Note

To add a Note, you need to first add a Note-type list (There are two types of list now: Note and Task). Accessing from “Add List” at the bottom of the left sidebar > Unfold to see the List Type > Select Note List. From here, a Note List has been created and you’ll be able to find it in the left sidebar, together with other lists. The icon of different list types is different to help you identify them. 

* List Type: The List Type determines what you will create in a list. There are two types of lists: You can add and manage to-dos in a Task List, or take and keep notes in a Note List. 

* Please note that any actions regarding notes, including taking notes, convert a task to a note, insert a summary, etc must be based on the creation of a Note List first.

  • To use a Template

Entering the Note List you’ve just created, you’ll see a pencil-shaped quick add button (mobile versions), similar to what’s for the task quick-adding. Simply tap to start any notes! Wanna make the note-adding even faster? Try using one of the Templates we’ve provided for you: Meeting Note, Reading Note, and Weekly Review! If there isn’t a fit, you can also save your note as a template to automate your note-taking for the next time.

  • Tags and Attachments 

Unlike tasks, notes cannot be completed, prioritized, or assigned. But it still has other functions similar to a task, e.g. Tags. To sort out your notes, you can always tag them, whether it’s a diary, work review, or lecture note. Besides, you can also upload attachments into the notes to save everything related just in one place.

  • Make use of Markdown

Many of you may already be familiar with the Markdown feature when writing in the task description. It’s also supported during the Note editing. Markdown is a markup language that can be written in a plain text editor. For example, adding an asterisk (*) before and after a word/phrase, will then be automatically italicized. If you’re experienced in using Markdown to take notes, just a glimpse of our supported syntax will be sufficient to jump-start. If you’re new to this, find the tips here for writing with Markdown.

Note vs. Task

Note is separate from and parallel to Task. To identify which is which, the icons are quite different first in first. The nature of them is different too. On top of that, tasks are to-do-things that need to be scheduled and checked off, while notes are not something that should be completed, either something scheduled. It is simply a record of your ideas, thoughts, mindmap, experience or learning materials, and additional resources.

Despite the distinctions, you can still make some connections between your tasks and notes in TickTick. They are not legitimately separated from each other but can be combined to make maximum differences in your work/study productivity. Here’s how:

  •  Direct conversion from note to task/task to note

Task and Note are easily convertible, and they can even exist in the same list, no matter what the List Type is. Go to a note description, and tap “...” on the top right corner, you’ll be able to see an option “Convert to Task”. Select it and your note will immediately become a task. It still remains in the original list, not going anywhere, with a particular (Task) Section for it. The same process goes for the conversion from Task to Note too.

  • Copy the note link and paste it into a task

Another way to connect your notes and tasks is by copying and pasting links. This is also quite easy because what you need to do is simply copy the link of Note A and paste it in Task A. From here you can quickly jump between the note and task via the link.

  • Get a Summary for tasks and save it as a note

Summary is another important feature that we’ve added this time to help you link your notes and tasks. Summary is a report (review) for things (tasks) that have been done, which can be customized by applying different filters on it. For example, you can get a Summary filtered by List (Today) and Tag (Study). When applying, you’ll be able to see it with items you wish to show. The Summary you get is savable, printable, and shareable as well.

*Note: Summary can only be generated in a Note, not in a Task.

Why does a Summary for tasks have something to do with a note? 

As mentioned above, Summary is only available in the note-editing, because it’s not supposed to be kept as a task. But it can be particularly useful when you need to add a piece of note to help you summarize and reflect on what you’ve done recently in your to-do lists. Summary can thus be a very good addition. Go to a Task List > Create a task > Convert it to a note > Get a Summary in the note-editing > Save.

Where in particular can I find the Summary?

For mobile users, after going into the note-editing, unfold the bottom toolkit, you’ll then find access to Summary. On desktops, find the “...” on the bottom right corner > Insert Task Summary.

P.S. Please note that this feature is not supported on Mac.

In general, Note is a separate feature from Task, but they are also well-connected. The use of Note can not only simplify the note-taking process at TickTick for heavy note users but can also be a good addition for those who would like to use it for better task management at TickTick. 

No matter how you use it, the key is to get things done more easily and smoothly. This is exactly what we keep doing: Making TickTick a no-brainer app and a real all-in-one productivity solution for you.

Now, time to get on board!