The Noteboard is where you will work during a mediation session. To get started, make sure you are logged in and have set up a case. Then select Notes from the Case Dashboard Menu or click on the Noteboard button in the upper right corner:
You may also want to use the Noteboard before a session, when you are preparing a case. Do you want to record key issues that you identify during a pre-mediation conference or while reviewing case documents? Use your Noteboard!
Components of the Noteboard
1. Note Entry Box
There are multiple ways to enter a note in ADR Notable, so you can choose a method that best fits your style. But all notes start in the Note Entry box and end up as a Notecard on your Noteboard. Take a quick note just as you would on paper; there is no need for full sentences or complete names at this stage. As long as you know what it means, that's all that counts! Learn more about adding Notes to your Noteboard.
2. Options Menu
The features in this menu allow you to customize the Noteboard to accommodate the way that you do your work. Just toggle the boxes on and off to make lanes or notes appear on your Noteboard. For example, if you want to make sure that all the issues on your list have been addressed, you can uncheck all the other lanes and focus solely on the issues. Read more about how you can customize ADR Notable.
3. Session Timers
When you set up a case, ADR Notable will automatically create a Caucus Timer for each primary party. Use the start and stop buttons at the beginning and end of each plenary or caucus session to record the time you spend. You can even record the time you spend in case preparation by selecting View Time Log and clicking on the symbol in the General log. Learn more about using timers.
4. Caucus and Mediator Note Tags
These are two types of private notes you might take during a session. The Caucus Note is taken during a private session with one party. A Mediator Note is a note that you want to prevent anyone from seeing on your screen and can be created at any time, before or during a plenary or caucus session. Read more about working with caucus notes.
5. Attribution Tags
ADR Notable will create an Attribution Tag for every participant you add when you set up a case. The color-coding by Party means less time looking at your keyboard. Or, you can bypass these altogether by using the "@<name abbreviation>" shortcut symbol when you create your notes. See Adding a Note to my Noteboard for examples.
6. Tags to identify the Type of Note
Clicking on one of these tags after you type in your note determines the column, or "lane," in which your note will appear. You can bypass these tags by typing the shortcut symbol "#<type>" in the Note Entry box when you type in your note, or by dragging a note from "Uncategorized" to another lane.
Every time you type a note in the Note Entry box and then commit it, using either the Enter key on your keyboard or selecting the "Add" button, you will create a Notecard. Once a Notecard is on your Noteboard, you can drag it to a new lane, you can link it to another note, or you can select another option from the Notecard Menu by clicking on the three dots in the upper right corner of the Notecard. Read more about working with your notes to generate movement toward resolution.
8. Lane Title and Lane Menu
When you click on the three buttons in the upper right corner of any lane (or "column") you will open the Lane Menu. This provides you another way to customize the ADR Notable Noteboard by changing the name of any lane (other than Proposals). Do you prefer to organize your notes by Party rather than by type of note? All you have to do is select Edit Lane Title, type in the new name, and your Noteboard will now look like this:
The new Lane Titles will automatically appear in the Options menu and on the tags that identify the type of note. You can also use the Lane Menu to delete all notes in a column at one time. Learn more about deleting your notes.
Now that you are familiar with your Noteboard, learn more about working with your notes and get some tips on how to simplify your workflow:
- Adding a note to my Noteboard -- choose the method that is easiest for you.
- Working with Notes to reach resolution
- Creating a Term Sheet
- Disposition of my notes and files from a case