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Create and find notes

Notes and pages live in the room they were written in, beside its chat, tasks and meetings. You can create one in a few clicks, attach files to a note, and find any note from any of your rooms in one list. Everyone in the room can open its notes; Owners and Editors can attach files to a note.

How to create a note or page​

  1. Open a room and select Notes (or Pages) in the apps dock or from Apps.
  2. Select New note for a Simple Note, or New page for a Knowledge Page. On a phone, tap the + button at the bottom right.
  3. Give it a title and start writing. It saves automatically and syncs live to everyone who has it open.
tip

You can also turn a chat message into a note. See Convert a message to a task or note. The room's AI project manager can draft a note or page for you, which you approve before it is added to the room.

How to attach a file to a note​

  1. Open the note.
  2. Open the note's options menu (⋯) and select Attach File.
  3. Choose a file from the room's files or upload one from your device.
  4. The file is attached to the note for quick access.

How to show or hide a note's title​

Open the note's options menu and select Show notes title or Hide notes title.

How to find notes across rooms​

  1. Open Notes from the main menu to see the notes from all your rooms in one list.
  2. Type in Search notes to search by title or content.
  3. Select Pinned to see only pinned notes and bookmarked pages, or Private to see your private notes.
  4. Select a note to open it.

How to rearrange notes​

  1. In the room's Notes, select Rearrange notes (the up and down arrows).
  2. Drag the notes into the order you want.
  3. Select Done.