We made two videos to show you around in the backend (first video) and to show you how to create your first project (second video below) Enjoy 🙂
Getting started with security
When using PrimusNote you might exchange important information with your team or clients. It is obvious that security should be a major part of your daily work. Keep in mind, that PrimusNote itself or WordPress doen’t provide a “special” security level. In fact, you should defenatley use some security plugins […]
Make PN act like an app
If you want to your installation to work like an app when accessing it from your smartphone. Simply open the website in your mobile browser and then save it to the homescreen. If you access your site now via the icon, a browser will open without the browser controls, giving […]
User & Client management
Let’s say you are running PrimusNote for your business and want to manage all your clients projects with it. You might want to give clients access to their project in PrimusNote to make notes, sign off on tasks and share ideas. Of course you wouldn’t want them to see other […]
User Settings
Adding users is the same as with any default WordPress installation. In the backend, go to “Users” and click on “add new”. Fill out the forms and you are done 🙂 Adding a author information Go to “Users” in the WordPress backend. Click on “edit” below the user you want […]
Working with ID’s
In the PrimusNote backend you will find the option “Show ID on kanban card” (PrimusNote – Basic – Kanban). If you activate that setting, a custom ID will be shown right next to each task name. If you leave a comment anywhere within the project, you can link to that […]
Per user overview
If you want a quick overview about all items, assigned to you or a specific user, click on “Users” in the navigation on the left. From the overview, chose a user. You can now see all projects, tasks and to do’s assigned to that specific user.
Manage Uploads & File size limit
You can upload all kind of content to notes, tasks and even comments. Every user who has access to a project can see all the content that is attached to any item within that project. If you upload file A to a task A, it will be attached to that […]
Understanding Notification
It can help a lot understand how notifications work. First, every tile – be it a project, a note or a task item, show you the date of the last update on the bottom left. Depending on the icon, you can understand what kind of update has been made. For […]
Work Faster with these tips
You can greatly enhance your workflow with some easy tips and tricks Keyboard shortcodes: Within a project, pressing “t” on your keyboard will automatically open the window to create a new task. The button “n” withh do the same for a note and “t” for a to do item. Task […]