Note tiles provide a great way to offer an overview of a Board or visualization. You can use them to include organizational branding through images, define terms used in the data, or describe best practices for using the insights. Unlike the Board description, which stays at the top, you can place note tiles anywhere. For example, if a specific visualization further down the page requires a detailed explanation or supporting images, a note tile is the perfect solution.
Creating note tiles
To create a note tile for your Board, follow these steps:
Navigate to the Board you would like to edit.
Select the Edit button at the upper right of the Board.
In the top menu bar, select Note.
A blank note template appears in the upper left corner of your Board.
Add any content you would like to the note. For more information on the formatting allowed in note tiles, see Supported formatting below.
To move the note to a different location in the Board, select the small gray bar that appears at the top of the note when you hover over it. This allows you to drag and drop your notes to new positions in the Board.
When you are finished editing the note tile, select Save in the top menu bar of the Board, or select Add note to create another note.
Supported formatting
Note tiles support the following formatting options:
Heading levels 1 and 2, body text
Bold, italics, underline, strikethrough
Bulleted list
Numbered list
Images from your computer or from a URL (.jpg, .jpeg, or .png). Image size must be 5 MB or less.
Using hyperlinks
To add a hyperlink to your note tile, follow these steps:
Navigate to the Board with the note tile you would like to edit.
Select the Edit button at the upper right of the Board.
Select the note. The formatting bar at the top of the note tile appears. You can also click the More menu, represented by the 3 dots, in the top right of the note.
Highlight the word or phrase you want to hyperlink, and select the hyperlink icon in the formatting bar at the top of the note tile.
In the Link text box, add the URL you would like to link to.
Select Add.
When you are finished editing the note tile, select Save in the top menu bar of the Board.
Embedding content with iFrames
To embed content using an iFrame, follow these steps:
Navigate to the Board with the note tile you would like to edit.
Select the Edit button at the upper right of the Board.
Select the note. The formatting bar at the top of the note tile appears. You can also click the More menu, represented by the 3 dots, in the top right of the note.
Select the + Insert button, then select Embed iFrame.
Paste the embed code for your content. This can be a video, a PDF, or a Figma file.
Select the edges of the embedded content and drag to resize the content. Select the edges of the tile and drag to resize the note tile.
When you are finished editing the note tile, select Save in the top menu bar of the Board.
Inserting images
Images must be either .jpg, .jpeg, or .png, and 5 MB or less. To add an image to your note tile, follow these steps:
Navigate to the Board with the note tile you would like to edit.
Select the Edit button at the upper right of the Board.
Select the note. The formatting bar at the top of the note tile appears. You can also click the More menu, represented by the 3 dots, in the top right of the note.
Select + Insert, then select Image.
The Add image dialog appears. Select From computer or From URL, depending on where the image is.
If you select From computer, click Select file, and add a file from your file selector. Trends AI allows .png, .jpg, or .jpeg files, 5 MB or less.
If you select From URL, add the URL of the image in the Link text box.
Select Add.
Change the image size or rearrange the note tile as necessary.
When you are finished editing the note tile, select Save in the top menu bar of the Board.
Formatting tables
To add a table to your note tile, follow these steps:
Navigate to the Board with the note tile you would like to edit.
Select the Edit button at the upper right of the Board.
Select the area in the note where you would like to add the table. The formatting bar at the top of the note tile appears. You can also click the More menu, represented by the 3 dots, in the top right of the note.
Select + Insert, then select table.
A 3-by-3 table appears in the note tile. Note that you cannot move the location of the table itself. You must make sure to place your cursor in the correct spot before you add a table or move items around the table. If your table is in the wrong spot, try deleting the table and inserting it again after placing your cursor in the correct spot.
Add or remove columns or rows as necessary. To add or remove columns or rows, select the down arrow that appears when you select any table cell.
When you are finished editing the table and the note tile, select Save in the top menu bar of the Board.