> ## Documentation Index
> Fetch the complete documentation index at: https://docs.openbio.tech/llms.txt
> Use this file to discover all available pages before exploring further.

# Notebooks

> Organize research with notes and todos

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.

<Info>
  **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.
</Info>

## Accessing Your Notebooks

### Within a Chat

<Info>
  **Location**: Research panel → Notes tab or Todos tab
</Info>

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

### Across All Chats

<Info>
  **Location**: Click **"Notebooks"** in the settings button in the top right corner of the chat panel
</Info>

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

## Working with Notes

### 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.

### Creating a Note

<Steps>
  <Step title="Open Notes Tab">
    In the research panel, click the **"Notes"** tab
  </Step>

  <Step title="Add New Note">
    Click the **"+ Add Note"** button in the top-right corner
  </Step>

  <Step title="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)`
  </Step>

  <Step title="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.
  </Step>

  <Step title="Save">
    Click **"Save Note"** button
  </Step>
</Steps>

<Check>
  Your note is automatically linked to the current chat and timestamped for reference.
</Check>

### Rich Text Formatting

Use Markdown to create well-organized notes:

**Headers and Structure**:

```markdown theme={null}
# Key Finding: Protein Binding Site
## Experimental Evidence
### Supporting Data
```

**Emphasis and Formatting**:

```markdown theme={null}
**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**:

```markdown theme={null}
1. First experimental step
2. Second observation
   - Sub-point 1
   - Sub-point 2
3. Conclusion
```

**Code Examples**:

````markdown theme={null}
```python
def analyze_binding(energy):
    return energy < -5.0  # Strong binding threshold
```
````

**Tables**:

```markdown theme={null}
| Protein | Binding Affinity | Confidence |
|---------|------------------|------------|
| WT      | -7.2 kcal/mol    | High       |
| Mutant  | -4.1 kcal/mol    | Medium     |
```

### 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`

<Info>
  OpenBio adds tags to the note automatically for the notes that it creates.
</Info>

## Working with Todos

### 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.

### Creating Todos

<Steps>
  <Step title="Open Todos Tab">
    In the research panel, click the **"Todos"** tab
  </Step>

  <Step title="Add Todo">
    Click **"+ Add Todo"** button
  </Step>

  <Step title="Enter Task">
    Type clear, actionable task description
  </Step>
</Steps>

## 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

## Best Practices

<AccordionGroup>
  <Accordion title="Take Notes Immediately">
    Capture insights as they happen. Research context fades quickly—document important findings right away.
  </Accordion>

  <Accordion title="Be Specific in Todos">
    "Analyze protein" → Too vague
    "Run Boltz-2 on insulin sequence from experiment-1" → Clear and actionable
  </Accordion>

  <Accordion title="Use Consistent Tags">
    Develop a tagging system and stick to it. Consistent organization makes searching much easier later.
  </Accordion>

  <Accordion title="Link to Context">
    Reference the chat message, file, or data that led to each insight. Future you will appreciate the context.
  </Accordion>

  <Accordion title="Review Regularly">
    Weekly review: mark completed todos, update priorities, archive old notes, and plan next steps.
  </Accordion>
</AccordionGroup>

## Troubleshooting

<AccordionGroup>
  <Accordion title="Can't find a note">
    **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
  </Accordion>

  <Accordion title="Tags not working">
    **Solutions**:

    * Check if tag already exists with different spelling
    * Refresh the page if tags aren't showing
  </Accordion>

  <Accordion title="Todos not syncing">
    **Solutions**:

    * Check internet connection
    * Refresh the page
    * Try reopening the chat
    * Contact support if issue persists
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Chat Guide" href="/user-guide/features/chat">
    Take notes during conversations
  </Card>

  <Card title="Projects" href="/user-guide/features/projects">
    Organize notebooks by project
  </Card>

  <Card title="File Management" href="/user-guide/features/file-management">
    Link notes to research files
  </Card>

  <Card title="Tutorials" href="/user-guide/tutorials/organizing-research">
    Research organization tutorials
  </Card>
</CardGroup>

<Tip>
  **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!
</Tip>
