Get started with Notefix Cloud
With Notefix Cloud there is nothing to install or run. Sign in, make a project, and paste one line into your site. Plan on five minutes.
Notefix Cloud is not open yet. This page describes it as it will launch, at notefix.app. Everything here works the same on your own server: see Run your own Notefix server.
Before you start#
You need:
- The address of the site people will review, such as
staging.acme.com. - A way to add one line of HTML to that site.
1Sign in
Go to notefix.app/app and press Continue with Google or Continue with GitHub. Or type your email instead: we email you a link, you open it, press Sign in, and tell us your name. There is no password, then or ever.
Every way leads to the same account, as long as it is the same email address. With GitHub, that is your GitHub account's primary email address.
2Make a project
A project holds the notes for one site or product, and the people who work on it. Give it a name, the address of your site, and say who can see the notes:
- Only people you invite. The default. Your team signs in; everybody else sees nothing at all. Right for a site that is already live.
- Anyone who opens the site. Visitors leave notes as guests, with a name they type. Right for a staging site you are gathering feedback on.
You can change this later on the project's People tab.
Notefix only works on the sites you list. A copy of your tag on anybody else's site shows nothing and saves nothing. You can add more addresses later, such as your production site next to staging.
[!IMPORTANT] Every address in one project shares one set of notes, one team and one set of connections. Notes are kept per page path, not per address, so a note left on staging.acme.com/checkout is also there on acme.com/checkout. That is the point when you review on staging and verify on production; when two sites should not see each other's notes, give them a project each.
3Paste the tag
The project page shows your tag, with a Copy button:
<script src="https://notefix.app/v1/notefix-embed.js"
data-project="acme-website-k7f2q9" defer></script>data-project is your project's address: its name, and a random part. See Your project's address.
Paste it into your site's HTML, just before </body>, and publish. Open your site: a thin orange handle appears on the right edge. That is Notefix.
If your site sends a Content-Security-Policy, add https://notefix.app to script-src, style-src and connect-src. If the handle does not appear, the browser console says exactly what was blocked.
4Leave the first note
Press N, or the pin on the toolbar, and click the thing your note is about. Type, and press ⌘ Enter. The note is saved for everyone who opens the page.
Back on the project page, Put Notefix on your site has ticked itself.
The project page#
Once the first note arrives, the project page leads with what is waiting: the open notes, newest first, and a button to all of them. Under that comes anything still to set up, and the boards.
The tag, the site addresses, the project's name and its address are on the Settings tab, because they are set once and then left alone.
The checklist#
Each new project starts with four steps. Each one ticks itself when it is done, and has a button that takes you to it.
| Step | What it does | Where |
|---|---|---|
| Put Notefix on your site | Ticks when the first note arrives | Overview |
| Invite your team | They see the notes and act on them | People |
| Send notes to where you track work | Create issue turns a note into a GitHub, Jira or Trello ticket | Connections |
| Get told when notes arrive | Slack, or email to each person who wants it | Connections |
Your project's address#
Every project has an address of its own, and the tag finds the project by it. No two projects share one, so however many people call their project "Website", your tag only ever shows your notes.
Notefix makes the address from the name and six random letters and digits, such as acme-website-k7f2q9. With the random part, nobody can find your project by trying names.
Change the name or the address#
Owners change both on the project's Settings tab.
- The name is what people see on your site, in emails and on tickets. Change it any time: nothing else changes.
- The address can be one you type, such as
acme-staging, or a new random one. Notefix shows the new tag and what will happen, and changes nothing until you press Change the address.
When the address changes:
- The tag already on your sites stops working at once. Paste the new one in its place.
- Once it is there, everything carries on. Notes, people, sites and connections stay as they are, and people signed in on your site, and guests, are still who they were.
- Links to the dashboard in tickets and emails still find the project.
- The old address stays your project's. Nobody else can take it, and you can change back to it.
For a site that is not public, such as staging behind a login, keep a random part in the address, and consider turning guests off. A plain address like acme is easy to guess.
Reading the notes away from the site#
The project's Notes tab lists every note: what was written, who left it, which page it is on, how long ago, and whether it is open, filed as a ticket, or done. Press one and it opens the page it belongs to, scrolled to the note and with the card open, which is the same link every ticket and email uses.
Search what people wrote, or who wrote it. Filter by Open or everything, by Only mine or everybody's, and by page. Members get this tab too: it is how somebody who was invited catches up without hunting through the site.
Notes are written on the page, never here. This tab is for reading, and for getting back to the spot.
Who can see the notes#
By default a project is for its members: they sign in, and their notes carry their account. Everybody else sees no notes and no toolbar, only a button to sign in. Let guests in, and anybody on your site can read and leave notes with a name they type. Either way, the choice is yours to change on the People tab. See People and guests.