Basic usage
On posts and pages, you can add Smart Notes directly from the list view.
As shown in Image, you can click Smart Note on the selected post or page (point 2).
This opens a modal window where you can:
- enter a note
- choose a tag (Bug, To-do, Info, etc.)
- save the note
The note is then saved and linked to that specific post or page.
You can easily see whether a post or page has notes attached.
In Image , you can see that the post has one note, marked with a red Bug tag (point 3).
Adding notes from the admin menu
If you look at Image 1, point 1, you will see Smart Notes PRO in the WordPress admin menu.
Clicking this opens a window where you can add a note manually by:
- selecting a post type (post, page, product, etc.)
- selecting a specific item (for example: Hello World)
- writing a note and choosing a tag
The note will then be linked to the selected item.
You can also see all notes across different posts and pages in this view, giving you a simple and clear overview, as shown in Image.
Resolving and archiving notes
Each note includes a Resolve button.
When a note is no longer needed, you can click Resolve, and the note will be moved to the archive.
This helps keep your active notes list clean and focused.
Settings
Enable post types
In the settings, you can choose where Smart Notes PRO should be available by selecting the enabled post types.
Email notifications
Email copy to site admin
Send an email to the site administrator when a new note is created.
Email copy to note creator
Send an email to the user who created the note.
Email copy to content author
If multiple users work on the same content, the content author can receive an email when a note is added.
Content author email subject
Custom subject line for emails sent to the content author.
Supports {title} and {tag} placeholders.
Leave blank to use the default subject.
Additional email settings
Email copy to custom address
Send a copy of new notes to a custom email address.
Email subject
Custom email subject. Supports {title} and {tag} placeholders.
Leave blank to use the default.
Reminder email subject
Custom subject for reminder emails. Supports {title} and {tag}.
Reminders are currently manual only (no automatic reminders yet).
Dashboard widget
Dashboard widget: number of notes
Choose how many recent notes to display in the WordPress dashboard (1–20).
Dashboard widget: filter tags
Select which tags should be visible in the dashboard widget.
This provides a quick overview of important notes.
Tag colors
Each tag can have its own custom color.
Tags management
In the Smart Notes PRO menu, you will find a Tags section.
Here you can:
- create new tags
- rename existing tags
- manage tag colors
Editor side panel
Smart Notes PRO includes its own side panel inside the WordPress editor.
As shown in image you can open it by clicking the Smart Notes icon.
This works with the standard WordPress editor and themes that use WordPress’ native editor.
You can:
- view existing notes
- add new notes
- resolve notes directly while editing content
The Smart Notes panel is also available in the editor sidebar, as shown in Image.
✔️ Result
Smart Notes PRO keeps notes private, structured, and exactly where you need them – directly connected to your content.