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Write, organise and restore notes

Capture knowledge in a note, link it to a project and review earlier versions in History.

On this page
  1. Write a note
  2. Assign the note to a project
  3. Restore an earlier version
  4. Export or share the note
  5. If a note or its content is missing
Before you start
  • You are signed in to the right workspace.
  • Dictation needs microphone access and consent to AI features.

Open in Klausi (sign-in required)

Write a note

  1. Open Work → Notes & knowledge to reach the starting view.
  2. Choose “New note” and add a title and content in the editor.
  3. Use the dictation bar if needed. Check the recognised text before using it.
  4. Check the save indicator. Titles and content are saved automatically.

Use the menu in the header to choose Home, All notes, a project or a folder. The save indicator still uses German labels: “Gespeichert” means saved and “Fehler” means error.

See the app view
Notes view before creating the first note.
German desktop interface with fictional example data. Features and allowances depend on your plan. Open full size (new tab)

Assign the note to a project

  1. Open the note and its project assignment above the editor.
  2. Select the right project. Add a date and tags if needed.
  3. Use “To project” to check the assignment.
  4. Find the project’s notes under Knowledge → Notes. Open All notes to search across projects.

A note without a project assignment does not automatically appear in a project. Assignment is separate from whether the note has a share link.

Restore an earlier version

  1. Open “More options” → “Show history”.
  2. Select an available version and read its preview.
  3. Wait until current changes are saved and the version’s content has loaded.
  4. Choose “Restore this version”, then check the editor’s content.

The current version is saved before restoring. A new or unchanged note may have no history yet. A save error also blocks restoration.

Export or share the note

  1. Wait until the current note is saved.
  2. Open More options and choose “Export as Markdown” or “Export as PDF”.
  3. Check the saved file before passing it on.
  4. For a share link, use “Share” instead and review the settings offered there.

If a note or its content is missing

  1. Choose All notes in the header menu and check search, project, folder and active filters.
  2. Also check Archive in the same menu. Notes moved to trash do not appear in the active list.
  3. If saving fails, copy the visible text somewhere safe and check your connection before closing the editor.
  4. For missing older content, open History. Compare the preview before replacing the current note.

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