User Guide

A How it works

Nota organizes your work in a simple hierarchy: a project is divided into phases, and each phase is divided into tasks. This single structure adapts to very different uses — classic project management, resume, portfolio, showcase site, online shop, phone directory, daily or weekly planner — depending on the template chosen when the project is created.

B Sign-up and login

1. Create an account

1. Click Sign up for free
2. Enter your last name and first name
3. Enter your email address
4. Enter your password
5. Click Save

2. Log in

1. Click Log in
2. Enter your email address
3. Enter your password
4. Click Log in

3. Forgot password

1. Enter your email address
2. Click Forgot password?

An email containing a new password will be sent to you. Once logged in, remember to change it from your profile.

C Managing projects

1. Create a new project

1. Click My projects
2. Enter the project title
3. Enter the start and end dates
4. Click the icon

The new project then appears in the list below.

You can also use the Generate icon to create a project from a predefined template:

• Phonebook
• Import contacts
• Resume
• Portfolio website
• Showcase website
• Blog website
• Store website
• My Day
• My Week

2. Edit a project

1. Click My projects
2. Click the icon on the project's row
3. Make your changes in the window that appears
4. Click Update to save

3. Delete a project

1. Click My projects
2. Click the delete icon on the project's row
3. Confirm the deletion by clicking Confirm

4. Slideshow view

Click the Slideshow icon on the project's row to display its information in this format.

5. Generating a report

Click the Report icon on the project's row to generate a complete report, which can be printed or exported to PDF.

D Managing phases

1. Create a new phase

1. Click My projects
2. Click the title of the project you want to divide into phases
3. In the New phase section, enter the phase title and its order
4. Click the icon

The new phase appears in the list below.

2. Edit a phase

1. Click the icon on the phase's row
2. Make the necessary changes
3. Click Update to save

3. Delete a phase

1. Click the delete icon on the phase's row
2. Confirm the deletion by clicking Confirm

4. Slideshow view

Click the Slideshow icon on the phase's row to display its information in this format.

E Managing tasks

1. Create a task

1. Click My projects
2. Click the project title
3. Click the title of the phase you want to divide into tasks

A new page appears, showing the project title, the phase title, and the number of tasks already present.

1. Click + in the New task area
2. Fill in the form: title, content, assignee, priority, resource link
3. Click Add to save

2. Content formatting, task statuses and useful blocks

Text formatting:

Task statuses: Pending → In progress → Closed. Each status is associated with a color, which can be customized in the Settings menu.

Useful blocks for a report:

3. Edit a task

Each task has action icons at the bottom of its block:

• Edit the task's data
• Change the task's status
• Open the attached resource
• Delete the task

4. View a project's tasks

1. Click My projects
2. Click the project title
3. Click the phase title

All of the phase's tasks are displayed as a mosaic, along with the project and phase titles and their total number.

5. Tasks assigned by another user

1. Click Organization
2. Click Collaboration tasks

In a collaborative project, a user can assign a task to another member of one of their teams. The recipient can then only change the task's status. The project owner receives a notification as soon as the task is closed.

F Managing teams

1. Create a new team

1. Click My teams
2. Enter the name of the new team
3. Click the icon

2. Edit a team

1. Click the icon on the team's row
2. Change the team name
3. Click Update to save

3. Delete a team

1. Click the delete icon on the team's row
2. Confirm the deletion by clicking Confirm

4. Attach a member to a team

1. Click the name of the target team
2. Enter the member's email address and press Enter
3. The member's details are displayed if they exist
4. Click Attach

5. Detach a member from a team

Click Detach on the row of the member concerned.

G Sharing a project

1. Enable sharing at project level

1. Click My projects
2. Click the icon on the target project's row
3. Set Sharing to Yes
4. Click Update to save

2. Create the sharing team

• Create a team named Partage-IdProjet (Partage = sharing, IdProjet = project ID)
• Example: for a project whose ID is 1245, the team will be named Partage-1245
• Then attach to this team the users who should have access to the shared project

3. Send the shared project link

• Send the recipients this link: https://nota-en.com/diapoprojet/IdProjet
• Example: https://nota-en.com/diapoprojet/1245
• You can also create a task with this link as its resource and assign it to the recipients

4. Disable sharing

• To disable sharing completely, set Sharing to No
• To remove access for a specific user, simply detach them from the sharing team

5. Automatic sharing

1. Click the Sharing icon on the target project's row

The sharing team is then created automatically — all that remains is to attach the members who should have access.

6. Transfer a project

1. Click the name of the sharing team (e.g. Partage-105)
2. Click Transfer on the target user's row

The transfer includes the project, its phases and its tasks.

H Settings

The Settings menu lets you:

• Change the colors of the task title, the title background, and the content background (Pending, In progress, Closed)
• Add a background image to your slideshows, resumes and reports
• Choose a layout for your reports
• Change your password
• Change your profile picture
• Change your subscription type

I Generating a website, portfolio and online shop

1. Automatic site generation

Use the Generate icon to create a project from one of the following templates:

• Portfolio Website
• Showcase Website
• Online Shop Website

Once you have chosen a template, click to save your site. The project's phases (sections) are then created automatically, and a Web icon appears so you can view the site online.

You can add phases as needed: they will form the site's menu, and their tasks will make up its content blocks.

2. Website structure

First phase — banner settings:

• Name of the banner to display
• 70 banners available (image-1.jpg to image-70.jpg), viewable via the Settings menu
• A background color: red (rouge), green (vert), yellow (jaune), blue (bleu), pink (rose), orange (orange), gray (gris) or black (noir)
• The two parameters are separated by a vertical bar | (Alt Gr + 6 on a French keyboard)

With banner:     image1.jpg | rouge-droite
Without banner:  none | rouge-droite

Second phase — profile and menu (values separated by |):

• Profile photo, Name, Name color, Short message, Message color, Heading color, Menu type
• Available colors: red (rouge), green (vert), yellow (jaune), blue (bleu), pink (rose), orange (orange), gray (gris), black (noir)
• Menu types: type-simple-bleu, type-simple-rouge, type-simple-vert, type-simple-jaune

Other menu formats are presented in the EJKCSS tutorial, under « Navigation menu ».

25.jpg | EL JAHED Khalid | blanc | A short message... | jaune | rouge | type-simple-rouge

The following phases make up the site's menu; their tasks make up its content.

3. Available blocks for the website

This last format is used to display photos alongside text, or to present a catalog of products/services for an online shop — the WhatsApp button helps structure a product's presentation.

Adding the 🛒 icon (via the Icons button, "Money" category) at the start of a product or service name changes its display color.

4. Create an online shop

The project name must contain Store website. The catalog of products or services must be displayed in columns (see the previous section).

Configuration:

• A phase named catalogue is created by default
• It contains a mandatory configuration task, which must never be deleted

Title = cart
Text  = WhatsApp number;button text;currency
Example: 212699887766;Add;DH

Laying out products and services:

• The task title must be columns
• The task text must contain, for each product: the image link, the name (e.g. 🛒 Adidas Stan Smith), the price (e.g. $350.00), and the availability

The task titled cart (cart) makes the View cart button appear, which lets you review the cart details, update the cart, and place the order via WhatsApp.

5. FAQ (questions / answers)

• Task title = accordion
• Each question is preceded by Q: and each answer by R: (R for réponse = answer), including blank lines
• Each question/answer pair is separated from the next by ====

6. Progress bar

• Task title = progressbar
• Each bar uses the format: label;numeric value [0-100];color
• Available colors: black (noire), gray (grise), red (rouge), green (verte), blue (bleue), pink (rose), orange (orange)

7. Visual styling

• Icons button — insert the icons available in Nota
• Images button — paste an image address, then click Insert image

Your Nota-powered site is available at https://nota-en.com/site/numero (numero = your site number). To link a custom domain name, contact the Nota administrator:

• eljahed@ejksoft.com
• contact@ejksoft.com

J Phone directory

1. Import your contacts into your phone (Nota to Phone)

• Project title = Phonebook ...
• Typically, the task title holds the contact's name and the task content holds the contact's number and email on two lines
• An icon appears, which lets you import a .vcf file into your phone

2. Export your contacts from your phone (Phone to Nota)

• Generate a project from the Import contacts (Import contacts) template
• A phase named My phone contacts (My phone contacts) is created automatically
• An icon appears, which displays the import form

1. Click Choose file
2. Click Import to save all the contacts as Tasks
3. Click Delete to remove all the contacts already saved

K Examples