Notebooks

A notebook is a canvas where you lay out how findings connect: the gaps behind an opportunity, the ideas it led to, and the tests those became. Use one to plan a sprint, prepare a client review, or collect votes on which ideas to run.

Your notebooks

Every store has a Store default notebook for ideas. Spar also creates an Analysis notebook, named with the date and time, each time a site analysis generates ideas from its recommendations. Each card shows how many opportunities and ideas it holds and when it was last updated.

Click Create notebook to make your own. Give it a Name and an optional Description, and turn on Private notebook if only you should see and edit it. Use Search notebooks... to find one by name.

Working on the canvas

Opportunities, gaps, ideas, tests, files, and inspiration appear as cards, with lines showing how they connect. Click a card to open its details in a side panel. Click Add to notebook in the toolbar to search for more items and add them.

The toolbar has four tools, each with a keyboard shortcut:

You can also lay the canvas out horizontally, vertically, or freely, and group cards by page type or by journey stage. Right-click a card for more options, such as expanding its children, removing it from the notebook, or dismissing an idea.

Drag files onto the canvas to attach them, or paste a video link to add it as a card.

Share a notebook

Click Share at the top of the notebook, choose who can open the link, and copy it. Add a Share message for whoever opens it. Turn on Feedback round to let viewers upvote and comment, and set an optional Auto-close date for when feedback stops. See Sharing for how access works.

Notebooks and reports

Notebooks are working documents you keep changing. Reports capture a fixed 30-day period for a client or stakeholder. Use a notebook to work things out and a report to share where things stand.