This is an Integration feature. You can sync created items with an external service.

This feature can be extended in Mailbutler for Teams. You can share created items with your team members.

You can find a collection of your Notes in:

  • Your Mailbutler companion app (available for Apple Mail users and Gmail users)
  • Your Mailbutler Dashboard
  • A 3rd party note app you have integrated with Mailbutler

For general information about the Notes feature, check out our feature page. 

Please select the software you are using for your emails.

If you want to manage from Dashboard, click here.

How to add Notes in Apple Mail

 1. Open Apple Mail.

2. Go to an existing email, or start composing a new one.

3. Go to the Mailbutler sidebar and click on the Note icon. 

4. Write your Note. It will be saved automatically.

5. To delete a Note, hover over it to display the bin icon and click it.

 

How to add Notes in Gmail

 1. Open Gmail.

2. Go to an existing email.

3. Go to the Mailbutler sidebar and click on the Note icon. 

4. Write your Note. It will be saved automatically.

5. To delete a Note, hover over it to display the bin icon and click it.

6. To add a Note when composing a new email, click on the Note icon at the bottom of the compose view. Then, write your Note. It will be saved automatically.

How to add Notes in Outlook

 1. Open Outlook.

2. Go to an existing email, or start composing a new one.

3. Open the Mailbutler Sidebar and click the Note icon.

4. Write your Note. It will be saved automatically.

5. To delete a Note, hover over it to display the bin icon and click it.

Notes in Mobile

 1. Open your Mailbutler Mobile App.

2. Go to the email you want to add a Note to.

3. Click on the Notes icon of that email and choose Add Note to create a new one.



4. Click on Manage Teams to choose a team you want to share the Note with.

5. Swipe the Note to the left to delete the Note.



Or go to the Notes tab to find an overview of all your Notes and edit a specific Note here.

 

Manage Notes from Dashboard

You can also manage your notes from your Dashboard.

1. Go to the Mailbutler sidebar in your email client and click on the Dashboard button.

2. Then go to the fourth icon or Notes List to manage your notes.

3. Click on the envelope icon to open a Note created in your email account.

4. Delete a Note by clicking on the bin icon (this cannot be reverted).

Learn how to filter your Notes from this article

Manage Team Notes in the Mobile App

In the Mobile App, a list of all your Notes is provided, which you can easily manage. Filter the list of Notes you want to see by clicking on the filter button on the top right.

  • Choose a team you want to share a specific Note with by clicking on the Teams icon.
  • By clicking on the envelope icon, you will see more information and you can also add a Follow-Up Reminder or another Note.

  • If you want to delete the Note then all you need to do is swipe the Note to the left.

Syncing notes with other apps

If you want to have your Notes saved in your notes apps, Mailbutler allows you to share them across other productivity platforms.

We currently support Notes integration with the following apps:

Share Notes with your team

Notes created with Mailbutler can be shared with members of your team.

Learn more about Shared Notes

For general information about the Notes feature, check out our feature page.