Notes

Notes help you capture ideas, information, and knowledge within your projects.

Creating a Note

Notes are created in the Explorer tab:

  1. Navigate to a Project, Area, or Resource
  2. Click the Explorer tab
  3. Navigate to the desired folder (or stay at root)
  4. Click New Note
  5. Enter a title and content
  6. Click Create

The note is created in your current folder location.

Rich Text Editing

Notes support rich text formatting using the Trix editor:

Text Formatting

  • Bold - Select text and click B (or Cmd+B)
  • Italic - Select text and click I (or Cmd+I)
  • Strikethrough - Select text and click strikethrough button

Block Elements

  • Headings - Click the heading button
  • Bullet lists - Click the bullet list button
  • Numbered lists - Click the numbered list button
  • Blockquotes - Click the quote button
  • Code blocks - Click the code button
  1. Select the text you want to link
  2. Click the link button
  3. Enter the URL
  4. Press Enter

File Attachments

Attach files directly to notes for reference.

Adding Attachments

  1. Edit a note
  2. Click the attachment button in the editor
  3. Select a file from your computer
  4. The file will be embedded in the note

Supported File Types

  • Images (PNG, JPG, GIF, etc.)
  • PDFs
  • Documents
  • Spreadsheets
  • Any other file type

Attachment Tips

  • Large images are automatically resized
  • Click attachments to download
  • Multiple attachments are supported per note

Viewing Notes

In the Explorer:

  1. Click a note to open the preview modal
  2. View the full content with formatting
  3. See attachments inline
  4. Click View Full Page for dedicated view

Editing Notes

From Explorer

  1. Click the three-dot menu on a note
  2. Select Edit
  3. Make your changes
  4. Save

From Preview Modal

  1. Click the note to open preview
  2. Click Edit
  3. Make your changes
  4. Save

Mobile

Swipe right on a note to edit.

Organizing Notes

Using Folders

Organize notes in folders via the Explorer:

  1. Create folders for categories
  2. Drag notes into folders
  3. Nest folders for deeper organization

Tags

Add tags for cross-cutting organization:

  1. Edit the note
  2. Add tags using the tag input
  3. Filter by tags across projects

See Tags for more details.

Transferring Notes

Move notes to a different project:

  1. Open the note
  2. Click the Move button
  3. Search for the destination
  4. Select the new project
  5. The note moves to the destination's root folder

When a note is moved:
- File attachments move with it
- A journal entry is created in both source and destination

Finding Notes

Use Cmd+K to search by:
- Note title
- Note content

Results show the folder path for context.

Explorer Navigation

Browse through folders to find notes visually.

Best Practices

Naming Conventions

  • Use descriptive titles
  • Include relevant keywords
  • Keep titles concise

Content Structure

  1. Start with an overview
  2. Use headings for sections
  3. Include links to related items
  4. Add relevant tags

When to Use Notes vs Tasks

Use Notes for Use Tasks for
Reference information Actions to complete
Meeting notes Follow-up items
Research findings Deadlines
Ideas and brainstorms Assignable work

Collaboration

When you share a project with collaborators:

  • They can view all notes
  • They can edit existing notes
  • They can create new notes
  • They can organize notes in folders
  • Changes trigger notifications

See Collaboration for more details.

Public Sharing

Share individual notes publicly:

  1. Open the note
  2. Click Share
  3. Create a share link
  4. Send the link to anyone

Public viewers can:
- Read the note content
- View attachments
- Download files

They cannot edit or comment.

You can also share entire folders, which includes all notes inside.

See Public Sharing for more details.

  • Explorer - Unified file system view
  • Files - Manage standalone files
  • Tags - Cross-project organization
  • Search - Find notes across projects