Write a New Note

Use notes to communicate with your colleagues or partners over specific items

Ian Group avatar
Written by Ian Group
Updated this week

If you do not see Last Note as one of your columns, click the 3-dot button next to a Column Heading and select "Last Note" on the drop down. Click here to see how to switch which columns you are viewing.

To write a new Note, hover over the item or document you would like to make a Note for, and click "Click to add Note" in the Last Note column. Alternatively, if there is already an existing note, click the existing note in order to respond.

After someone has written the first note on a checklist item, a Chat Bubble Icon will appear on the checklist. You can access notes by clicking on that icon or by clicking the existing note. Unread notes have a blue chat bubble. You can also use Filter Unread to filters items containing unread notes.

Write a new Note in the text box and apply the desired formatting. Once you have finished, click Send.

If you do not see "Last Note" as an option when switching columns, contact your room host to ask if they can change your permissions.

Your notes can contain links, bulleted or numbered lists, links, and Bold and Italic text.
Additionally, after being submitted, your notes can be edited and/or deleted.

Keep in mind that all edited and deleted notes will be clearly marked in the note history.

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