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How to Use Notejoy: Complete Feature Guide (2026)

by | Last updated Apr 18, 2026

Quick Start

This guide covers every Notejoy feature:

Time needed: 5 minutes per feature

Also in this guide: Pro Tips | Common Mistakes | Troubleshooting | Pricing | Alternatives

Why Trust This Guide

I’ve used Notejoy for over six months and tested every feature covered here. This how to use Notejoy tutorial comes from real hands-on experience — not marketing fluff or vendor screenshots.

Notejoy Feature Image

Notejoy is one of the most helpful note taking app options for teams today. If you start using Notejoy today, you’ll see how fast it is to get your team on the same page.

But most users only scratch the surface of what it can do.

This guide shows you how to use notejoy step by step.

Every feature, with screenshots and pro tips.

Notejoy Tutorial

This complete Notejoy tutorial walks you through every feature step by step, from initial setup to advanced tips that will make you a power user.

Notejoy

Stop losing ideas in scattered documents and chat threads. Notejoy makes it simple to create, organize, and share notes with your entire team in real time. Sign up free — no credit card required.

Getting Started with Notejoy

Before using any feature, complete this one-time setup.

It takes about 3 minutes.

Watch this quick overview first:

Notejoy Review – Is It Honestly Worth It?

Now let’s walk through each step.

Step 1: Create Your Notejoy Account

Go to the Notejoy website and click “Sign up for free.”

Enter your email address and create a password.

You can also sign up with your Google account for speed.

Checkpoint: Check your inbox for a confirmation email to verify your Notejoy account.

Step 2: Access the App on Your Device

Notejoy is accessible on Mac, Windows, iOS, Android, and web.

Download the desktop app or use the web app at notejoy.com.

Log in with your new account credentials.

Here’s what the dashboard looks like:

Notejoy What is Image

Checkpoint: You should see the main dashboard with your personal library on the left sidebar.

Step 3: Create Your First Note

Click the “Add Note” button at the top of the sidebar to create note content right away.

Type a title and press enter to start writing in the note body.

Your note saves automatically — no manual save needed.

✅ Done: You’re ready to use any feature below.

How to Use Notejoy Integrations

Integrations let you connect Notejoy with Slack channels, Google Drive, Trello, and more.

Here’s how to use it step by step.

Step 1: Open the Integrations Panel

Click your profile icon in the top-right corner.

Select “Integrations” from the dropdown menu.

You’ll see a list of all available third-party connections.

Step 2: Connect Your Favorite Tools

Click “Connect” next to the tool you want to link.

For example, connecting Slack lets you share notes directly to Slack channels.

Here’s what this looks like:

Notejoy Integrations Image

Checkpoint: You should see a green “Connected” badge next to each linked tool.

Step 3: Share a Note Through Your Integration

Open any note and click the share icon at the top.

Choose the integration — for example, post it to a Slack channel.

Your team gets a link and preview without leaving their app.

✅ Result: You can now share notes across your favorite tools without switching back and forth between apps.

💡 Pro Tip: Use the HubSpot integration to attach meeting notes directly to a contact record. This keeps your CRM and notes in one location.

How to Use Notejoy Notebook

Notebook lets you organize notes by project, topic, or department.

Here’s how to use it step by step.

Step 1: Create a New Notebook

Right-click any library in the left sidebar.

Select “New Notebook” from the menu.

Give it a clear title like “Q2 Marketing” or “Product Ideas.”

Step 2: Add Notes to Your Notebook

Click the notebook name to open it.

Hit “Add Note” to create a new note inside that notebook.

Here’s what this looks like:

Notejoy Notebook Image

Checkpoint: Your new note appears in the note list under that notebook.

Step 3: Use Nested Folders for Deeper Organization

Right-click an existing notebook to create a sub-notebook.

This helps you break large projects into smaller sections.

Drag and drop notes between notebooks to reorganize at any point.

✅ Result: All your notes are stored neatly in one notebook per project, making them easy to find.

💡 Pro Tip: Use one notebook per active project and archive completed ones. This keeps your sidebar clean and your note list focused.

How to Use Notejoy Team Libraries

Team Libraries let you create team libraries where everyone can access and share notes in real time.

Here’s how to use it step by step.

Step 1: Create a Team Library

Click the down arrow next to the “Add Note” button.

Select “New Team Library” from the dropdown.

Name your library — for example, “Engineering Docs” or “Sales Playbook.”

Step 2: Invite Team Members

Right-click the team library and select “Share.”

Enter each person’s email to invite them.

Here’s what this looks like:

Notejoy Team Libraries Image

Checkpoint: Invited members appear in the library’s access list with their permission level shown.

Step 3: Set Permissions for Each Member

Choose “Edit,” “Comment Only,” or “View Only” for each person.

Setting permissions controls who can change content and who can only read.

This is a fast way to protect sensitive documents while keeping them accessible.

✅ Result: Your team now has a shared space for meetings, project updates, and ideas — all in one place.

💡 Pro Tip: Create a separate team library for each department. This avoids clutter and makes it simple for each team to find their notes.

How to Use Notejoy Collaborative Editing

Collaborative Editing lets multiple people edit a note at the same time without conflicts.

Here’s how to use it step by step.

Step 1: Open a Shared Note

Go to any note inside a team library.

If your team member is also viewing it, you’ll see their avatar.

Both of you can start typing right away.

Step 2: Use the Chatter Sidebar for Quick Feedback

Click the chat icon on the right side to open the Chatter sidebar.

Type your comment and use @mentions to notify a specific person.

Here’s what this looks like:

Notejoy Collaborative Editing Image

Checkpoint: Your comment appears as a threaded message in the sidebar — not inside the note body.

Step 3: Track Who Made Changes

Click the clock icon at the top of the note to see edit history.

Notejoy helps you track who viewed or edited each note.

This keeps everyone accountable during team projects.

✅ Result: Your team can write things together in real time and give quick feedback without sending emails back and forth.

💡 Pro Tip: Use emoji reactions in the Chatter sidebar instead of typing “agreed” or “looks good.” It saves time and keeps threads short.

How to Use Notejoy Powerful Search Operators

Powerful Search Operators let you find all the notes you need in seconds using specific words and filters.

Here’s how to use it step by step.

Click the search icon at the top of the sidebar.

You can also press Ctrl+K (or Cmd+K on Mac) to open it instantly.

Type your keywords to start the search across all libraries.

Step 2: Use Advanced Search Filters

Filter results by tag, notebook, or library to narrow down matches.

You can also search inside images, PDFs, and Google Docs using OCR.

Here’s what this looks like:

Notejoy Powerful Search Operators Image

Checkpoint: Your search results show matching notes with highlighted keywords.

Step 3: Search Archived Notes

Toggle “Include Archives” in the search panel.

Archived notes remain searchable but are hidden from the active note list.

This is helpful for finding past meeting notes or old project documents.

✅ Result: You can find any note across all your libraries in seconds, even notes stored months ago.

💡 Pro Tip: Use adding tags like #urgent or #review on every note. Then search by tag to pull up related notes across multiple notebooks instantly.

How to Use Notejoy Compose Productively

Compose Productively gives you formatting tools to write things faster and create polished notes.

Here’s how to use it step by step.

Step 1: Use Markdown for Fast Formatting

Type “#” for a heading, “-” for a bullet, or “[]” for a checkbox.

Notejoy supports Markdown so you never have to lift your hands off the keyboard.

This is a fast way to format notes without using a toolbar.

Step 2: Embed Images, Videos, and Documents

Drag and drop content like images, files, or videos directly into the editor.

You can also embed Google Docs, Sheets, and Slides inside a note.

Here’s what this looks like:

Notejoy Compose Productively Image

Checkpoint: Your embedded document appears as a live preview inside the note body.

Step 3: Apply a Template for Speed

Click “Templates” when you create a new note.

Choose from meeting notes, project updates, or create your own template.

Templates let you easily create consistent notes for recurring meetings.

✅ Result: You can create a new note with formatting, checklists, and embedded files — all in under a minute.

💡 Pro Tip: Use Focus View to minimize distractions. It gives you a full-screen writing space so you can concentrate on your words without the sidebar.

How to Use Notejoy Easy Clipping

Easy Clipping is a tool for capturing web pages, articles, and PDFs directly into Notejoy.

Here’s how to use it step by step.

Step 1: Install the Web Clipper

Go to notejoy.com and download the web clipper browser extension.

It works with Chrome, Firefox, and other major browsers.

Sign in with your Notejoy account once installed.

Step 2: Clip a Web Page or Article

Visit any web page you want to save.

Click the Notejoy clipper icon in your browser toolbar.

Here’s what this looks like:

Notejoy Easy Clipping Image

Checkpoint: The clipped page appears as a new note in your chosen notebook with the original link saved.

Step 3: Annotate and Share the Clip

Open the clipped note and add your highlights or comments.

Share it with your team by moving it to a team library.

Your team can then read and comment on the same clipped article.

✅ Result: You’ve saved a web page into Notejoy where your team can access, annotate, and discuss it.

💡 Pro Tip: Forward emails to your Notejoy inbox address to automatically convert them into notes. This saves you from copy-pasting email content by hand.

How to Use Notejoy Custom Sidebar

Custom Sidebar lets you personalize your workspace by choosing what shows up on the left panel.

Here’s how to use it step by step.

Step 1: Open Sidebar Settings

Click the gear icon at the bottom of the left sidebar.

Select “Customize Sidebar” from the settings menu.

You’ll see all available sidebar sections listed.

Step 2: Show or Hide Sidebar Sections

Toggle sections on or off based on what you use daily.

Resize panels to give more space to your note list or libraries.

Here’s what this looks like:

Notejoy Custom Sidebar Image

Checkpoint: Your sidebar now shows only the sections that matter to you.

Step 3: Choose Your Preferred Font

Go to “Appearance” in settings.

Pick from over 25 fonts to make notes feel familiar and comfortable.

This is one of the simple ways to make the app feel like your own.

✅ Result: Your Notejoy workspace is now tailored to your workflow with zero clutter.

💡 Pro Tip: Hide the Tags section if you don’t use it. This frees up sidebar space and keeps only your libraries and notebooks visible.

How to Use Notejoy Offline Access

Offline Access lets you read and edit notes without an internet connection.

Here’s how to use it step by step.

Step 1: Make Sure You’re on a Premium Plan

Offline access is only available on Plus and Premium plans.

Check your plan under Settings to confirm your subscription level.

The free plan does not include offline support.

Step 2: Enable Offline Mode

Open the Notejoy desktop app on Mac or Windows.

Your notes automatically sync for offline use when you open them.

Here’s what this looks like:

Notejoy Offline Access Image

Checkpoint: You see a small offline icon confirming notes are cached on your device.

Step 3: Edit Notes Offline and Sync Later

Disconnect from the internet and open Notejoy.

Edit any note you’ve previously opened — changes are saved locally.

Once you reconnect, all edits sync automatically across devices.

✅ Result: You can now work on notes from any location, even without internet access.

💡 Pro Tip: Before traveling, open the notes you’ll need so they get cached. This ensures you have access to all critical documents offline.

Notejoy Pro Tips and Shortcuts

After testing Notejoy for over six months, here are my best tips.

Keyboard Shortcuts

ActionShortcut
Create a new noteCtrl + N (Cmd + N)
Open searchCtrl + K (Cmd + K)
Bold textCtrl + B (Cmd + B)
Toggle checklistCtrl + Shift + C

Hidden Features Most People Miss

  • Email-to-Note: Forward any email to your Notejoy address to turn it into a note automatically. Great for capturing action items from meetings.
  • Inline Hashtags: Type # followed by a word anywhere in a note to tag it. Notes can have multiple tags across notebooks for better organization.
  • Focus View: Press the expand icon to enter full-screen writing mode. This removes all distractions so you can concentrate on your ideas.

Notejoy Common Mistakes to Avoid

Mistake #1: Putting Everything in One Notebook

❌ Wrong: Dumping all notes into a single notebook and relying on search alone to find them later.

✅ Right: Create separate notebooks by project or topic so your notes stay organized from the start.

Mistake #2: Ignoring Tags Completely

❌ Wrong: Never adding tags to notes and then struggling to find related content across libraries.

✅ Right: Use inline hashtags on every note so you can filter by tag from the sidebar and find related notes fast.

Mistake #3: Not Setting Permissions on Team Libraries

❌ Wrong: Giving everyone full edit access and then losing track of who changed what.

✅ Right: Set “View Only” or “Comment Only” for members who don’t need to edit. This protects content while keeping it accessible.

Notejoy Troubleshooting

Problem: Search Returns Too Many Results

Cause: Notejoy search matches any note containing either of your search words, not both by default.

Fix: Use quotes around phrases like “project update” to search for exact matches. Also filter by library or tag to narrow results.

Problem: Notes Not Syncing Across Devices

Cause: Poor internet connection or an outdated version of the Notejoy app.

Fix: Check your internet connection and update Notejoy to the latest version. Restarting the app usually triggers a fresh sync.

Problem: Free Plan Storage Fills Up Fast

Cause: The free plan only includes 100MB of storage, which runs out quickly if you add images or files.

Fix: Remove large attachments from older notes or upgrade to the Solo plan at $4/month for more storage space.

📌 Note: If none of these fix your issue, contact Notejoy support through their help center.

What is Notejoy?

Notejoy is a note taking app built for teams and individuals to create, organize, and share notes in real time.

Think of it like a shared digital notebook where every person on your team can write, edit, and comment together.

Watch this quick overview:

Notejoy Review – Is It Honestly Worth It?

It includes these key features:

  • Integrations: Connect with Slack, Google Drive, Trello, HubSpot, Zoom, and more
  • Notebook: Organize notes by project using notebooks and nested folders
  • Team Libraries: Shared spaces where your whole team can access and edit notes
  • Collaborative Editing: Multiple people can edit the same note at the same time
  • Powerful Search Operators: Find any note across all libraries using tags, keywords, and filters
  • Compose Productively: Markdown support, templates, drag and drop content, and Focus View
  • Easy Clipping: Save web pages and articles directly into Notejoy with the browser clipper
  • Custom Sidebar: Choose what sections appear in your sidebar for a cleaner workspace
  • Offline Access: Read and edit notes without internet on Plus and Premium plans

For a full review, see our Notejoy review.

Notejoy Top Benefits Image

Notejoy Pricing

Here’s what Notejoy costs in 2026:

PlanPriceBest For
FreeFreeIndividuals testing the app with basic note taking needs
Solo$4/user/monthSolo users who need more storage and personal library features
Plus$8/user/monthSmall teams that need offline access and advanced search
Premium$12/user/monthLarger teams wanting end-to-end encryption and top-tier support

Free trial: Yes — the free plan acts as your trial with no credit card required.

Money-back guarantee: Contact Notejoy support for refund requests on paid plans.

Notejoy Pricing Image

💰 Best Value: Solo plan at $4/user/month — it gives you the storage and features most individuals need at one of the lowest prices in the note taking app category.

Notejoy vs Alternatives

How does Notejoy compare? Here’s the competitive landscape:

ToolBest ForPriceRating
NotejoyFast team note collaborationFree–$12/mo⭐ 3.8
SemblyAI meeting transcriptionFree–$29/mo⭐ 4.6
NotionAll-in-one workspaceFree–$20/mo⭐ 4.7
Fireflies AIMeeting note automationFree–$29/mo⭐ 4.5
ClickUpProject management with notesFree–$12/mo⭐ 4.7
CapacitiesObject-based note takingFree–$12/mo⭐ 4.8
TaskadeAI-powered task and notesFree–$8/mo⭐ 4.6
NottaAudio transcription notesFree–$14/mo⭐ 4.5
CraftBeautiful document designFree–$8/mo⭐ 4.8
MeetGeekMeeting recording and notesFree–$24/mo⭐ 4.6
Mem AIAI-powered knowledge baseFree–$15/mo⭐ 4.5
EvernotePersonal knowledge libraryFree–$15/mo⭐ 4.4
Microsoft OneNoteFree note taking with OfficeFree⭐ 4.5

Quick picks:

  • Best overall: Notion — the most flexible workspace for teams that need more than just notes
  • Best budget: Microsoft OneNote — completely free with solid note taking features
  • Best for beginners: Notejoy — clean interface and fast setup with zero learning curve
  • Best for meeting notes: Fireflies AI — auto-records and transcribes every meeting

🎯 Notejoy Alternatives

Looking for Notejoy alternatives? Here are the top options:

  • 🚀 Sembly: AI meeting assistant that transcribes and summarizes your calls automatically with action items sent to Slack or email
  • 💰 Notion: All-in-one workspace combining notes, databases, wikis, and project boards — great for teams that need more than just note taking
  • 🎨 Fireflies AI: Records, transcribes, and indexes your meetings so you never miss an action item or key decision from any call
  • ClickUp: Full project management platform with built-in docs, whiteboards, and note features for teams that want everything in one app
  • 🔒 Capacities: Object-based note taking app that links ideas like a personal wiki — ideal for knowledge workers who think in connections
  • 🧠 Taskade: AI-powered workspace that blends task lists, mind maps, and notes into one tool for real-time team collaboration
  • 👶 Notta: Audio transcription tool that converts speech to text in real time — perfect for interviews, lectures, and meeting recordings
  • 🏢 Craft: Beautiful document editor with native Apple integration — a stand out choice if you value clean design and markdown support
  • 🔧 MeetGeek: Auto-records meetings and creates shareable highlights — helpful for managers who attend too many calls
  • 🌟 Mem AI: AI-first note taking tool that organizes your ideas automatically using machine learning — no manual folders needed
  • Evernote: The original note taking app with deep search, web clipper, and massive storage — best for building a personal knowledge library
  • 🎯 Microsoft OneNote: Free note taking tool bundled with Microsoft Office — familiar interface for anyone already using Word or Outlook

For the full list, see our Notejoy alternatives guide.

⚔️ Notejoy Compared

Here’s how Notejoy stacks up against each competitor:

  • Notejoy vs Sembly: Sembly focuses on AI meeting transcription while Notejoy is built for everyday team note taking. Pick Sembly if meetings are your main use case.
  • Notejoy vs Notion: Notion is a full workspace with databases and project boards. Notejoy wins on speed and simplicity for focused note collaboration.
  • Notejoy vs Fireflies AI: Fireflies records and transcribes calls automatically. Notejoy is better for writing and organizing notes manually.
  • Notejoy vs ClickUp: ClickUp is a project management tool with docs. Notejoy is lighter and faster for pure note taking without the extra complexity.
  • Notejoy vs Capacities: Capacities uses an object-based structure for linked thinking. Notejoy offers a more traditional notebook and library approach.
  • Notejoy vs Taskade: Taskade blends tasks, mind maps, and notes with AI. Notejoy keeps things simple with a focus on clean note collaboration.
  • Notejoy vs Notta: Notta excels at audio-to-text transcription. Notejoy is a better choice if you primarily write and organize notes by hand.
  • Notejoy vs Craft: Craft offers beautiful design and Apple-native features. Notejoy works better for cross-platform teams on Windows and Android too.
  • Notejoy vs MeetGeek: MeetGeek auto-records and creates video highlights from calls. Notejoy is better for creating and sharing written notes with your team.
  • Notejoy vs Mem AI: Mem AI auto-organizes using AI with no folders. Notejoy gives you more control with manual notebooks and team libraries.
  • Notejoy vs Evernote: Evernote is stronger for personal knowledge storage. Notejoy beats it for team collaboration and real-time shared editing.
  • Notejoy vs Microsoft OneNote: OneNote is free and familiar but can have sync issues. Notejoy offers faster syncing and a cleaner team sharing experience.

Start Using Notejoy Now

You learned how to use every major Notejoy feature:

  • ✅ Integrations
  • ✅ Notebook
  • ✅ Team Libraries
  • ✅ Collaborative Editing
  • ✅ Powerful Search Operators
  • ✅ Compose Productively
  • ✅ Easy Clipping
  • ✅ Custom Sidebar
  • ✅ Offline Access

Next step: Pick one feature and try it now.

Most people start with Team Libraries to share notes with their team.

It takes less than 5 minutes.

Frequently Asked Questions

How to use Notejoy?

Sign up for a free Notejoy account, create a personal library or team library, and start adding notes. Use notebooks to organize notes by project. You can share notes by inviting team members to your libraries.

Is Notejoy safe?

Yes, Notejoy is safe. It uses encryption to protect your data, and the Premium plan includes end-to-end encryption for extra security. You can also set permissions on libraries to control who can view or edit your notes.

What is the difference between Notejoy and Notion?

Notejoy is built for fast, focused team note collaboration. Notion is an all-in-one workspace with databases, project boards, and wikis. Choose Notejoy for simple note sharing and Notion for complex project management.

What is the best note-taking app?

The best note-taking app depends on your needs. Notejoy is great for team collaboration. Evernote excels at personal knowledge storage. Microsoft OneNote is the best free option. Notion works well if you need notes plus project management.

Is the note app free?

Yes, Notejoy has a free plan that includes basic note taking features, up to 3 team libraries, and 100MB of storage. For more storage and advanced features like offline access, upgrade to a paid plan starting at $4/month.

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