Utilizing Notes

Overview

You can add notes to each review file.
You can write in free format, so you can use it to record information as follows:

• Record review minutes and decisions as notes.
  You can centrally manage the information necessary for review meeting minutes in Lightnint Review.
• Register process guidance in advance.

You can use it as meeting minutes while referring to the guidance during the review.

This section explains how to use notes and convenient usage methods.

Creating and Editing Notes

Notes are used by opening the review file and clicking [Notes] on the screen below.

Creating

Create a note and fill in meeting minutes, etc.

1. Create a note using one of the following methods:

• Click the [+] icon in the [Notes Tree].
• Right-click and click "Add New Note".

2. Change the name of the created note.

You can also right-click on the created note and perform operations such as "Duplicate" and "Export."

For details on exporting/importing, please refer to the following link.
"Share Notes"

Editing and Viewing

Created notes can be edited in the following way:

1. Select the added note and choose the note format (Text/Markdown).
2. Click the [pencil] icon to edit.
3. Click the [pencil] icon again to finish editing.

Switching Note and Note Tree Display

Created notes can be displayed in a separate window from the review minutes, allowing you to conduct reviews while viewing the notes.

You can also toggle the display/hide of the note tree by clicking the button in the red frame.

Sharing Notes

Information and meeting minutes templates created in notes can be easily shared with other teams using the following methods:

• Register as a template in the review file.
  
• Export process-specific guidance created in notes beforehand, and
  Select and import the appropriate process guidance when conducting the review.

1. Select the target note and select "Export".
2. Import the file exported in step 1 into the review file where it will be registered.

By registering as a template, you can save the effort of creating/importing for each review.

Adding Groups

Organize your notes by creating groups.

1. Create a group using one of the following methods:

• Click the [Folder] icon in the [Notes Tree].
• Right-click and select "Add New Group".

2. Rename the created group.
3. Organize your notes using groups with the following operations:

• Drag and drop existing notes into a folder.
• Select a folder and click the [+] icon to add a new note to the folder.

You can register multiple notes separately using groups.

You can also organize notes and meeting minutes by registering them separately.

Convenient ways to use notes

Organize documents with Markdown syntax

Notes can be written using Markdown syntax, allowing you to create easy-to-read documents and improve work efficiency.

• You can organize and include headings, bullet points, figures, tables, etc.
  

• You can create checklists, allowing you to check only the items relevant to the review and conduct a review according to the criteria.
  

caution

If you are running Lightning Review on Windows 8.1, the Markdown preview (right half of the screen above) will not be displayed.
To use this feature, please run it on Windows 10 or later.

Using it as meeting minutes

You can record the discussions and decisions made during the review as review minutes on the spot,
This prevents you from forgetting what was discussed and making incorrect decisions.

Also, since you can register multiple minutes, even if you conduct multiple reviews using the same review file,
You can record separate minutes for each review.