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Capture and organize your research findings with OpenBio’s notebook system. Each chat has its own notebook containing notes and todos, helping you build a knowledge base and track progress throughout your research journey.
What is a Notebook?A notebook is your research journal for each chat conversation. It contains notes for key findings and observations, plus todos for tasks and follow-up items—all automatically organized and searchable.

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Accessing Your Notebooks

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Within a Chat

Location: Research panel → Notes tab or Todos tab
  1. Open the research panel (if not visible)
  2. Click “Notes” tab to view and create notes
  3. Click “Todos” tab to manage tasks and action items

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Across All Chats

Location: Click “Notebooks” in the settings button in the top right corner of the chat panel
The Notebooks page shows:
  • All notes and todos from every chat across projects
  • Search and filtering capabilities
  • Organization by tags, dates, and status
  • Statistics on your research activity

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Working with Notes

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Automatically Created Notes

Notes are automatically created by OpenBio during a conversation or when you ask OpenBio to create a note. For long tasks with multiple steps, OpenBio will automatically create a note intelligently. You can always edit the note later.

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Creating a Note

1

Open Notes Tab

In the research panel, click the “Notes” tab
2

Add New Note

Click the ”+ Add Note” button in the top-right corner
3

Write Your Content

Use Markdown for rich formatting:
  • Headers with #, ##, ###
  • Bold with **text** and italic with *text*
  • Lists with - or 1.
  • Code blocks with ```language
  • Links with [text](url)
4

Add Tags

Add relevant tags of the note for organization. It is recommended to keep the tags to a minimum, usually 2-3 tags is enough.Press Enter after each tag.
5

Save

Click “Save Note” button
Your note is automatically linked to the current chat and timestamped for reference.

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Rich Text Formatting

Use Markdown to create well-organized notes: Headers and Structure: 
# Key Finding: Protein Binding Site
## Experimental Evidence
### Supporting Data
Emphasis and Formatting: 
**Important result**: The mutation reduced binding affinity by 80%
*Interesting observation*: Unexpected secondary structure formed
~~Disproved hypothesis~~: Initial assumption was incorrect
`Code snippet`: for technical details
Lists and Steps: 
1. First experimental step
2. Second observation
   - Sub-point 1
   - Sub-point 2
3. Conclusion
Code Examples: 
```python
def analyze_binding(energy):
    return energy < -5.0  # Strong binding threshold
```
Tables: 
| Protein | Binding Affinity | Confidence |
|---------|------------------|------------|
| WT      | -7.2 kcal/mol    | High       |
| Mutant  | -4.1 kcal/mol    | Medium     |

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Tagging System

Organize notes with tags for easy retrieval: Creating Tags:
  1. Type in the “Tags” field above your note
  2. Press Enter or comma after each tag
  3. Tags appear as colored chips
Tagging Strategies:
  • By topic: protein-structure, docking, kinase
  • By status: important, follow-up, review-needed
  • By project: cancer-research, drug-discovery
  • By date: 2024-01, q1-2024
  • By confidence: high-confidence, tentative
OpenBio adds tags to the note automatically for the notes that it creates.

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Working with Todos

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Automatically Created Todos

Todos are automatically created by OpenBio during a conversation or when you ask OpenBio to create a todo. For long tasks with multiple steps, OpenBio will automatically create a todo intelligently. You can always edit the todo later.

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Creating Todos

1

Open Todos Tab

In the research panel, click the “Todos” tab
2

Add Todo

Click ”+ Add Todo” button
3

Enter Task

Type clear, actionable task description

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Notebook Organization

The Notebooks page lets you view and organize everything:
  • Search notebooks, notes, and todos
  • Filter by date
  • Edit notes and todos
  • Find chat from which the note or todo was created

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Best Practices

Capture insights as they happen. Research context fades quickly—document important findings right away.
“Analyze protein” → Too vague “Run Boltz-2 on insulin sequence from experiment-1” → Clear and actionable
Develop a tagging system and stick to it. Consistent organization makes searching much easier later.
Weekly review: mark completed todos, update priorities, archive old notes, and plan next steps.

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Troubleshooting

Solutions:
  • Try searching with different keywords
  • Check if you’re in the correct chat
  • Look in the global Notebooks page
  • Verify tags are spelled correctly
Solutions:
  • Check if tag already exists with different spelling
  • Refresh the page if tags aren’t showing
Solutions:
  • Check internet connection
  • Refresh the page
  • Try reopening the chat
  • Contact support if issue persists

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Next Steps

Chat Guide

Take notes during conversations

Projects

Organize notebooks by project

File Management

Link notes to research files

Tutorials

Research organization tutorials
Pro Tip: Use your notebook as a “second brain.” Capture everything—ideas, questions, observations, random thoughts. You can always organize or delete later, but you can’t remember what you didn’t write down!