Create and organize notes

Notes are the quick place for ideas, information and links in your organization. You can format content with Markdown, assign colors, and pin important notes. Search and color filters help you find them again.

Prerequisites
  • You're signed in and have selected the organization you want.
  • The Notes module is available to you.

Create a new note

Open Notes in the navigation.

  1. Click New Note.
  2. Enter a meaningful title and write the content in the editor.
  3. Use Markdown shortcuts for headings, lists, or code blocks.
  4. Choose a color and add links if needed.
  5. Click Create Note to create the note.

Assign colors and filter

Choose one of the available colors in the note dialog. The color bar above the overview limits the notes shown to a single color; All clears the color filter. Colors help organize your overview — they aren't an access restriction.

Add links

In the note dialog, you can store several web addresses under Links.

  1. Enter a URL and optionally a readable label.
  2. Confirm each link with Add or Enter.
  3. Add more links if needed.
  4. Save the note. The links appear as clickable entries on the note.

Pin important notes

Use Pin in the dialog or the pin icon on the note card. Pinned notes appear in their own section at the top. Unpin removes the marker without deleting the note.

Search notes

Enter a search term in the search field. Search covers the title, content, and link labels and URLs. You can combine it with the color filter. If you get no results, check both filters; pinned notes are limited by them too.

Edit and delete

Open editing via the pencil icon, adjust text, color, or links, and save. The trash icon removes a note after confirmation. There's no trash to restore from in this flow.

Frequently asked questions

Are my notes private?

Notes belong to the selected organization and are shown there for everyone. Color and pin status don't make a note private.

Are there folders or tags?

The notes overview works with colors, pins, and search. For documentation with a folder structure, the Knowledgebase is a better fit.

Is a new note saved automatically?

Creation only completes once you click Create Note. Save edited notes too, using the action in the dialog.

Why did a pinned note disappear?

Check the active organization, the search term, and the color filter. Pinning doesn't override these filters.

Keep reading

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Last reviewed on 2026-09-26