10 Lotus Notes Tips

Lotus Notes is the groupware of choice for my employer. It is coupled with my BlackBerry via the BlackBerry Enterprise Server. This allows me to keep my e-mail in-box, calendar, to-do list, address box and journal synced between my desktop and handheld.

Lotus Notes works somewhat differently than other types of productivity software. Here are some of the tips and resources I’ve taken advantage of to enhance my usage.

  1. You can quickly create a new e-mail memo by pressing Ctrl+M anywhere in Lotus Notes.
  2. You can create numbered lists within lists. To do this, enter the sublist with the first list, then select it and press F8. This indents and numbers the sublist within the main list. You can also do this on the fly by pressing F8 at the line you with to indent. Pressing Shift+F8 will return you to the previous level.
  3. Lotus Notes Calendar and Scheduling explained!
    1. Part 1
    2. Part 2
  4. Here’s a great way to save space in your Notes form or memo — create a collapsible section. This feature allows you to put portions of text into sections users can expand if they want to read the whole paragraph. In Edit mode, highlight the text you want to collapse, then select Create, Section. That’s it– the text automatically collapses into a section. Clicking on the twistie (point) beside the section expands the text.
  5. You can move to Notes documents while you’re still in another document without going to the view. All you have to do is click the Next icon in the SmartIcon bar or press Enter when you have the first document in read mode. You immediately go to the next document in the view.
  6. The previous tip explained how to move to the next document in a view without going to the view. You can also do this to get to the next unread document in the view. With the document in read mode, just click the Next Unread icon from the SmartIcons bar. The first document closes and the next unread document in the view opens.
  7. Like most programs, Lotus Notes allows you to do some things quickly by pressing certain keys or combinations of keys. For example, if you want to get quick
  8. For security reasons, it’s usually not a good idea to leave your Lotus Notes open when you leave your desk for any length of time. Rather than having to close and then re-open several times a day, you can just hit the F5 key - the next time you try to do anything in Notes such as opening or sending a message you will have to type in your Notes password.
  9. The easiest way to get text from an e-mail message in Lotus Notes to an MS Word document… copy and paste. For example:

    1. Select the text you want from the message

    2. Press Ctrl-c (to copy)

    3. Go to the document in Word

    4. Press Ctrl-v (to paste)

  10. Notes allows you to work in more than one database at the same time. When you have several databases open simultaneously, you can move between them by pressing Ctrl+Tab.

Related Posts:
Getting Things Done with Lotus Notes
More GTD for Lotus Notes
Getting Started Quickly with GTD and Lotus Notes

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Comments

Hi. Your tip on copying from a Lotus Notes email to a Word doc works fine. However, if the email has tabs in it, when the email is copied to a Word doc, the format is totally messed up (tabs not recognized in Word?). Any way to keep the formatting when copying into Word?
Thanks.

Sim

Sim, tip #9 works best for messages with limited formatting. Another option is to use Export. Open up a message, select Export from the File menu and select Microsoft RTF as the format. You may still have parts of the page “messed up” because of the different ways each program manages formats.

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