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Features

Notebooks & Notes

Keep your coaching notes, meeting summaries, and insights organized in one place.

Notebooks keep all your coaching notes, meeting summaries, and insights in one place. Think of them as your coaching journal — structured, searchable, and always at hand.

What are Notebooks?

Notebooks are collections of notes (pages) organized into sections:

  • Team Member Notebooks — One per rep (created automatically)
  • Team Notebook — Shared across all reps
  • Personal Notebooks — Custom notebooks you create

Each notebook has sections to group related notes (e.g., "Meetings", "Pipeline Reviews", "Skills Development").

Notebook Structure

Team Member Notebooks

Every team member gets their own notebook automatically:

Default Sections:

  • General — Misc notes and observations
  • Meetings — Auto-saved from 1:1s
  • Skills — Skill notes and coaching plans
  • Pipeline — Deal-specific notes

Cannot be deleted:

  • The "General" and "Meetings" sections are protected
  • A team member's notebook exists as long as the rep is active

Team Notebook

One shared notebook for all your reps:

Default Sections:

  • Pipeline Reviews — Team-wide pipeline notes
  • All-Hands — Team meeting notes
  • General — Team observations

Use Cases:

  • Track team-wide patterns
  • Plan team-wide initiatives
  • Store team goals and OKRs

Personal Notebooks

Create your own notebooks for specific purposes:

Ideas:

  • Quota Planning
  • Quarterly Performance Reviews
  • Manager Development Notes
  • Win/Loss Learnings

Creating Notes

From Meetings (Auto-Save)

  • Take notes during 1:1 prep or the meeting
  • Notes save automatically to the rep's "Meetings" section
  • Filed under the meeting type and date

Manual Creation

  1. Go to Notebooks in the sidebar
  2. Select a notebook and section
  3. Click New Note
  4. Give it a title
  5. Start writing

Note Editor

Rich text editing with:

Formatting:

  • Bold, italic, underline
  • Headers (H1, H2, H3)
  • Bulleted and numbered lists
  • Code blocks
  • Links

Special Features:

  • Checklist items — Track tasks within a note
  • Auto-save — Saves as you type

Sections

Organize notes within a notebook using sections:

Creating Sections

  1. Open a notebook
  2. Click New Section
  3. Name it and choose a color
  4. Add notes to the section

Protected Sections

Some sections can't be deleted:

  • "General" and "Meetings" in team member notebooks
  • "All-Hands" in the team notebook

Moving Notes Between Sections

  • Drag and drop notes
  • Or edit a note and change its section

Tags

Add tags to notes for easy filtering:

Common Tags:

  • #coaching — Coaching insights
  • #pipeline — Deal-related notes
  • #skills — Skill development
  • #wins — Successes to remember
  • #challenges — Issues to track

Tag Features:

  • Add multiple tags per note
  • Filter by tag in the note list

Find notes quickly:

Search Options:

  • Full-text search — Search note titles and content
  • Filter by notebook — Narrow to a specific notebook
  • Filter by section — Narrow to a specific section
  • Filter by tag — Show only tagged notes

Search Tips:

  • Combine filters for precision
  • Recent notes appear first by default

Attachments

Add files to notes:

Supported Formats:

  • PDFs
  • Text files (.txt)
  • Word documents (.docx)

How to Attach:

  1. Open a note
  2. Click Attach File
  3. Select a file
  4. The file appears with the note

Max File Size: 10 MB per file.

Encryption

Note content is encrypted at rest:

What's Encrypted:

  • Note content (title and body)
  • Attachments
  • Checklist items

Why This Matters:

  • Coaching notes are sensitive
  • Your data stays private

Exporting Notes

Export notes for backup or to use elsewhere:

Export Formats

  • Markdown — Plain text, organized by notebook and section
  • DOCX — A Word document with all your notes
  • JSON — All notes with metadata
  • CSV — A spreadsheet of your notes

How to Export

  1. Open the export option in Notebooks
  2. Choose a format
  3. Download the file

Importing Notes

Import notes from other tools:

Supported Formats:

  • Markdown (.md)
  • Plain text (.txt)
  • JSON (from a SMVue export)

How to Import:

  1. Go to Notebooks
  2. Click Import
  3. Select your file(s)
  4. Choose the destination notebook and section
  5. Click Import

What's Preserved:

  • Note titles
  • Content and formatting
  • Timestamps (if in JSON)
  • Tags (if in JSON)

Notebooks for Different Seat Types

Manager Seat

  • Full access to all notebooks
  • Create notebooks and notes
  • Export and import

Executive Seat

  • Read-only access to team notebooks
  • Cannot create or edit notes

Rep Seat

  • Read-only access to their own team member notebook
  • Cannot create or edit notes
  • Cannot access manager or team notebooks

Best Practices

Organize Notes by Purpose

  • Meeting notes → Team member "Meetings" section
  • Pipeline observations → Team member "Pipeline" section
  • Team-wide insights → Team Notebook
  • Planning work → Personal notebooks

Use Tags Consistently

  • Decide on a tag taxonomy early
  • Use the same tags across notebooks
  • Don't over-tag (3-5 tags max per note)

Review Notes Before 1:1s

  • Check the rep's "Meetings" section
  • See what you discussed last time
  • Follow up on action items from your notes

Capture in the Moment

  • Jot the note while it's fresh
  • Don't wait until the end of the day

Troubleshooting

Notes not saving

Issue: Changes disappearing or "Saving..." stuck.

Solutions:

  • Check your internet connection (auto-save needs to be online)
  • Refresh the page to force a sync
  • Copy your content to the clipboard as a backup
  • Contact support if it persists

Cannot find a note

Issue: You know you created it but can't locate it.

Solutions:

  • Use full-text search
  • Check all notebooks (it might be in the wrong one)
  • Filter by section or tag to narrow down

Section won't delete

Issue: You can't delete a section.

Explanation:

  • "General" and "Meetings" sections are protected
  • A section with notes inside can't be deleted

Solution:

  • Move the notes to another section first
  • Or delete the notes before deleting the section
  • Meetings — Meeting notes auto-save to Notebooks
  • Action Items — Create action items from your notes
  • Dashboard — Quick access to recent notes

Need Help?

Questions about Notebooks? Contact support@smvue.com or use in-app chat.

Meetings & 1:1 Prep

Walk into every 1:1 ready, with a coaching game plan and an agenda built from your team's data.

Action Items

Create, assign, and track follow-ups so coaching commitments don't slip.

On this page

What are Notebooks?Notebook StructureTeam Member NotebooksTeam NotebookPersonal NotebooksCreating NotesFrom Meetings (Auto-Save)Manual CreationNote EditorSectionsCreating SectionsProtected SectionsMoving Notes Between SectionsTagsSearchAttachmentsEncryptionExporting NotesExport FormatsHow to ExportImporting NotesNotebooks for Different Seat TypesManager SeatExecutive SeatRep SeatBest PracticesOrganize Notes by PurposeUse Tags ConsistentlyReview Notes Before 1:1sCapture in the MomentTroubleshootingNotes not savingCannot find a noteSection won't deleteRelated FeaturesNeed Help?