Quick Start

Follow these steps to confirm LMS Notes is working end to end.

1. Confirm the note icon appears

1. Log in as a student who is enrolled in a course.
2. Open a course, lesson, topic, or quiz that the student can access.
3. Look for the floating note icon (bottom-right by default).

If you do not see the icon, check that the icon is enabled and that the current post type is allowed - see General Settings. Note that the icon only appears for enrolled users on that content.

2. Create a note

1. Click the note icon to open the note editor.
2. Enter a title and type your note in the rich-text editor.
3. Optionally add labels (comma-separated tags).
4. Click Save Note.

3. Review your notes

1. Visit the My Notes page created on activation (or any page with the [lcn_notes] shortcode).
2. You will see your notes with their title, associated course/lesson, labels, and last-modified time.
3. From here you can search, edit, delete, or export notes.

4. Review student notes as an instructor

1. Log in as an instructor (or admin).
2. Visit the All Notes page (or any page with the [lms_instructor_notes] shortcode).
3. You will see the notes written by your students, with search and filter options.

Next steps

• Learn the full note-taking flow in Usage.
• Add note icons to extra pages with Shortcodes.