# Notes

> Notes on companies, projects, support tickets and contracts — card and list views, favorites, titled and formatted notes, the floating note window, the / menu, @mentions, linking a meeting and note templates.

**Notes** are a record's lasting information: a call summary, a decision, something to watch out for. Every note belongs to a record (company, project, support ticket or contract) and shows on that record's page and on the **Notes** page. For questions within the team, use [Comments](/en/guides/comments).

## The Notes page {#page}

**Notes** in the sidebar (shortcut `G` then `N`). The page has two tabs: **Notes** and **Templates**.

- **Card view** (default) and **list view** — switch with the buttons at the top right; your choice is remembered.
- **Favorites** sit at the top. Star a note from the corner of its card; with no favorites you see a dashed placeholder.
- Notes are grouped by date: *Created today*, *Created yesterday*, *Last 7 days*, *This month*, then by month. Click a group heading to collapse it.
- **Sort**: creation date, last edited or title.
- **Filter**: All · Written by me · Mentioning me; search looks in titles and text.
- A card shows the record chip (with the company logo), the author, the title, the first lines of the text and the date. A note without a title shows as *Untitled note*.
- In list view **Record** is the first column, followed by Note, Author, Created and Edited.

On a company page, **All** in the Notes card opens this page filtered to that record.

## The note window {#editor}

Open a new note anywhere with `N`, the **Note** action in the palette, **New note** on the Notes page, or **New note** / the *Write a note…* bar on a record page. Clicking an existing note opens the same window.

The window floats at the bottom right, so you can keep using the page behind it.

| Button | What it does |
|---|---|
| **Minimize** | Shrinks the window to a small bar; click the bar to reopen it. |
| **Expand** | A large window in the middle. While expanded the same button reads **Pin to corner**. Your choice is remembered. |
| **Close** (`Esc`) | Saves the note and closes the window. |

On phones the window opens full screen.

In the window:

- **Title** — leave it empty and the note is an *Untitled note*. `Enter` moves to the text.
- **Record chip** — the company, project, support ticket or contract the note belongs to. A note opened from a record page is linked to that record; elsewhere you pick a record first. Click the chip to change it.
- **Link a meeting** — lists recent meetings of the record's company (from the calendar); the linked meeting shows on the note and on the record page.
- **Copy link** — an address that opens the note directly (`/notes?n=<id>`).
- **⋯** — Go to record · Add to favorites · Save as template · Delete note.

Notes **save as you type**; the bottom bar shows *Saving… / Saved*. A note isn't saved until it has a record (*Pick a record to save*). `Ctrl+Enter` (`⌘+Enter` on Mac) saves and closes.

## Formatting: the / menu {#format}

Type `/` in the text (or use the **+** button at the bottom left): **Heading 1 · Heading 2 · Heading 3 · Text · Bulleted list · Numbered list · Quote · Divider**, plus **Template**, **Link a meeting** and **Mention someone**. Keep typing after `/` to filter; pick with the arrow keys and `Enter`.

Shortcuts at the start of a line work too:

| Type | Result |
|---|---|
| `# ` · `## ` · `### ` | Heading 1 · 2 · 3 |
| `- ` or `* ` | Bulleted list |
| `1. ` | Numbered list |
| `> ` | Quote |
| `**text**` | **bold** |

`Ctrl+B` / `Ctrl+I` make the selection bold / italic. Pasted text arrives as plain text.

## @mentions {#mentions}

Type `@` to list your teammates; the person you pick gets a notification and sees the note under **Mentioning me**. Editing the note later doesn't notify the same person again — only newly mentioned people are notified.

## Templates {#templates}

Save note layouts you write often (visit report, meeting summary…) on the **Templates** tab. The content uses the same formatting: `# heading`, `- bullet`, `1. numbered`, `> quote`, `**bold**`.

- Templates you **star** come first in an empty note window; one click fills the text and the title.
- **Use** on a template card opens a new note with that template.
- **⋯ → Save as template** in the note window turns your note into a template shared with the team.
- A template with **Share with team** off is visible only to you. Only its creator or an admin can edit / delete a template.

## Who can do what {#permissions}

- Anyone who can see a record can write notes on it and read its notes.
- Only the author or an admin can edit / delete a note; someone else's note opens read-only.
- With team visibility (Security → Record visibility) notes follow the record's visibility.

## API and MCP {#api}

The REST API and the MCP `add_note` tool add notes; the text can use the same light formatting (Markdown) — headings, bullets and bold render on the web. Older plain-text notes show as they are.