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77dddd5e8a
Release branch for 4.0.0.
77 lines
3.9 KiB
Markdown
77 lines
3.9 KiB
Markdown
# Collab Notes
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Share structured, richly formatted notes with your group. Notes are organized into color-coded categories and can be pinned, attached with files, and linked to external websites.
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## Where to find it
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Open the trip planner → **Collab** tab → **Notes** section. The Collab addon must be enabled and the Notes sub-feature must be turned on. See [Real-Time-Collaboration](Real-Time-Collaboration).
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## Categories
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Notes are grouped into categories. Each category has a name and a color chosen from six swatches: **Indigo**, **Red**, **Amber**, **Emerald**, **Blue**, and **Violet**.
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To manage categories, click the settings (gear) icon in the Notes header (only visible to users with the `collab_edit` permission). From the category settings modal you can:
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- Add a new category (type a name and click **+**)
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- Rename a category by clicking its name inline
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- Change a category's color by clicking a swatch
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- Delete a category
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All changes (including color updates) are staged locally and applied only when you click **Save** in the modal. Saving a color change updates every note in that category.
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## Creating a note
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Click **+ New Note** in the Notes header (only visible to users with the `collab_edit` permission). A modal opens with the following fields:
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| Field | Required | Notes |
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|-------|----------|-------|
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| Title | Yes | Plain text |
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| Body | No | Markdown |
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| Category | No | Select from existing categories |
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| Website | No | URL; shows an Open Graph thumbnail on the note card |
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| Attachments | No | Files up to 50 MB; see restrictions below |
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Click **Create** to save.
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## Markdown support
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Note bodies are rendered as GitHub Flavored Markdown with soft line breaks. Supported syntax includes headings, bold/italic, links, ordered and unordered lists, task lists, tables, fenced code blocks, and blockquotes.
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## Pinning
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Click the pin icon on a note card to pin it. Pinned notes sort to the top of the list (above all unpinned notes, regardless of category). Click again (shown as the unpin icon) to unpin.
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## Attachments
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You can attach images, PDFs, and other files to a note (requires the `file_upload` permission). Maximum file size is **50 MB** per file.
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The following file types are blocked:
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- Markup a browser would render: `.svg`, `.svgz`, `.html`, `.htm`, `.shtml`, `.shtm`, `.xml`, `.xhtml`, `.xht`
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- Scripts: `.js`, `.jsx`, `.ts`, `.tsx`, `.mjs`, `.cjs`, `.php`, `.py`, `.rb`, `.pl`
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- Executables: `.exe`, `.bat`, `.sh`, `.cmd`, `.msi`, `.dll`, `.com`, `.vbs`, `.ps1`, `.app`
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An attachment is also rejected when its MIME type contains `svg`, `html`, or `javascript`, whatever its extension says. The same blocklist guards the trip file manager (see [Documents-and-Files](Documents-and-Files)), where uploads must additionally match the admin's **Allowed File Types** setting (video files are exempt from that list) — note attachments are not subject to it at all.
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Image thumbnails are shown on the note card. Click a thumbnail to open a lightbox. PDFs open in a document viewer overlay.
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You can also paste images or PDFs directly into the create/edit form (if the `file_upload` permission is granted).
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## Editing a note
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Click the pencil icon on a note card to open the edit modal. All fields, including attachments, can be updated. To remove an existing attachment, click the **×** next to it in the edit form.
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## Expanding a note
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Click the expand icon (arrows) on a note card to open a full-content view in a portal overlay. Users with the `collab_edit` permission will see a pencil button in the overlay header to switch directly to the edit modal.
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## Filtering
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Use the category filter pills below the Notes header to show only notes belonging to a specific category. Click **All** to clear the filter.
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## Related pages
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[Real-Time-Collaboration](Real-Time-Collaboration) · [Collab-Chat](Collab-Chat) · [Collab-Polls](Collab-Polls)
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