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Notes, Calendar & Documents

This section covers the information-management tools teams use around their daily work: internal notes, appointments, structured document records, raw files, and shared links.

Use This Section When You Need To

  • capture internal know-how or process documentation
  • schedule appointments and recurring events
  • store structured document records with workflow status
  • browse uploaded files separately from document metadata
  • share important URLs or credentials with the right people
Not to be confused with
  • Notes = internal written knowledge
  • Documents = structured document records with metadata and status
  • Files = the live file browser for stored uploads and generated files
  • Messages = email communication in Messages

Typical Workflows

  1. Capture internal know-how in Working with Notes.
  2. Schedule meetings and follow-ups in Calendar.
  3. Manage structured file records in Documents.
  4. Review uploaded or generated files in Files.
  5. Store reusable references in Links.

Topics

  • Working with Notes - Create notes, use status workflows, and organize content with categories.
  • Calendar - Plan appointments, invitations, and recurring events.
  • Documents - Work with structured document records inside ZeyOS.
  • Links - Maintain bookmarks and shared credentials.
  • Files - Browse uploaded and generated files in the live file area.