Notes

Watch: Notes in 90 seconds

What it does

Notes is the team's shared notebook. Every note supports rich text, lives in a folder tree you control, and can be tagged to CRM records — a contact, company or deal — so context stays attached to the account it belongs to.

The Notes library

Key concepts

• Folders — organise notes into nested folders; drag a note onto a folder in the sidebar to move it. Unfiled holds everything without a home.
• Favourites — star a note to pin it to the Favourites view.
• Templates — save any note as a template, then start new notes From Template.
• Shared with me — notes teammates have shared with you (read-only unless they grant more).

Create and organise

1. Open Notes and click New Note — you land straight in the editor.
2. Back in the library, switch between the card grid and the table view, sort by recency or name, and search across titles, bodies and tags.
3. Select multiple notes to bulk Move to folder…, Share with team… or Delete.

Cards, folders and search

Publish, don't copy-paste

Notes can leave the workspace without leaving the app:

• Publish to Blog turns a note into a draft blog post.
• Share to social posts a note (or several combined) to LinkedIn.
• Create Task spins up a follow-up task pre-linked back to the note.

Settings & permissions

Only a note's owner can bulk-move or delete it; shared folders are read-only. Sharing dialogs control team, client and public visibility per note.

Related

• Projects & Tasks — follow-up tasks created from notes land here.
• CRM — entity tags link notes to contacts, companies and deals.