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How to organize notes into collections
How to organize notes into collections
Hai Ta avatar
Written by Hai Ta
Updated over 4 months ago

Here’s what you need to do when it comes to organizing calls on Wudpecker.

1) Create a New Collection

Option 1: In the menu, press + next to Collections and name your new collection. Then, assign a distinct color for it so it’s easier to differentiate from others.

Option 2: In My Calls or within a collection view, hover over to the right side of a call and press the collection frame. Then, select “New collection”.

You can also edit and delete collections later.

2) Move to Another Collection

In case you need to reorganize calls into different collections, there are a few different ways to go about it. Each call can only belong to one collection at a time.

Option 1: In My Calls, within a collection view, or in a single call view, click on the collection frame on the right side or at the top.

Option 2: In My Calls or within a collection view, select as many calls as you want, click on the menu button on the top right, and click “Move to collection”.

3) Remove from Collection

You can also delete calls from their current collection in different ways.

Option 1: In My Calls, within a collection view, or in a single call view, click on the collection frame on the right side or at the top. Click on the current collection once, and the call is now removed from that collection.

Option 2: In My Calls or within a collection view, select as many calls as you want, click on the menu button on the top right, and click “Remove from collection”.

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