Quick Capture

Open In session → Quick Capture and locate the input, types and capture list.

Check the working person in the top bar. This tool retains one shared local list: changing clients does not create an independent list. Include sufficient context in the text and review previous entries.

Type in the field and press Enter. The entry appears in the list; check its text and type. If you did not choose another type, it saves as Note.

Type / at the start of the field and choose Note, Task, Idea, Quote, Question or Reminder. Use the arrow keys and Enter, or select an option with the pointer.

After choosing a type, the field indicates what you will write. Type the contents and press Enter. Saving resets the type to Note: choose Task or another type again for your next entry if needed.

Reminder classifies text so you can find it later. It does not schedule alerts or choose a sending date. If you need an alert, use the Reminders module and configure its details there.

The list shows the newest contents first. Check the text, tag and date. Type counts summarise the whole list.

Select a type icon above the list. Filtering changes what you see without deleting other entries. Select All to review the collection.

Check a Task’s box. Its text becomes struck through and the state saves. Uncheck it to make it pending again; checking does not delete the entry or create an action in another module.

When returning, use the same browser and language. Spanish and English retain separate lists. Do not assume the contents will be on another device or in the client’s space.

Select Export CSV and review the downloaded file. It includes all captures even when you are viewing a filter, with type, text, completed state and date. Downloading does not send the file.

There is no field to edit or reclassify a saved capture. Create a new entry with the correct text and type, check that it appears and then delete the old entry with ×.

Select Clear completed and read the message. Accepting deletes checked tasks from the whole list, including tasks hidden by a filter. Pending tasks and other types remain.