The Notepad lets you keep all your client-related and personal notes in one place, making them easy to access whenever needed.
Use Cases
The Notepad is useful when you need to:
Keep client instructions, guidelines, or reminders handy
Save important links or basic client details
Maintain private notes that only you can see
Types of Notes
Client-Specific Notes
Client-Specific Notes are shared notes linked to a particular client.
What you can store:
Client instructions or guidelines
Important URLs or references
Basic client information
Any context the team should know
Visibility:
Visible to all users who have access to that client in Xenett
My Notes
My Notes is your private note space.
What you can store:
Personal reminders
Draft thoughts or ideas
To-do notes related to your work
Visibility:
Only visible to you
Not shared with teammates or clients
How to Use the Notepad
Open the Notepad section in Xenett
Choose whether you want to add Client-Specific Notes or My Notes
Enter or update your notes as needed
Explainer Video