Notes Section: Personal, Project, and External Notes

Use Notes as your team's running context system. The goal is simple: capture information once, keep it organized, and turn important items into action.

Choose the Right Note Type

Personal Notes

Use for your own reminders, checklists, and follow-ups that do not need to be tied to a project.

Project Notes

Use for job-specific context, field observations, handoff details, and project decisions. These notes stay tied to a project so the right team members can find them later.

External Notes

Use for intake from outside your normal flow (customer messages, external systems, call summaries, and other inbound context) that needs review.

Quick Start

1. Open Notes.
2. Pick a note type (Personal, Project, or External).
3. Click New Note.
4. Add a clear title and actionable details.
5. Save, then use filters to confirm it is in the right place.

For Project notes, select the correct project first.

Recommended Note Format

For faster team handoffs, keep each note structured:

• Context: what happened
• Action: what needs to be done
• Owner: who is responsible
• When: due date or timing expectation

If a note becomes actionable work, promote it into your Work Items process.

Filter and Find Notes Fast

Use filters to stay focused:

• Type filter: Personal / Project / External
• Project filter: narrow to one project
• Search: find key words in title or content
• Unreviewed External: process intake queues quickly

Practical Workflow

1. Capture notes during calls, meetings, and field updates.
2. Move project-impacting details into Project Notes.
3. Review External Notes on a regular cadence.
4. Convert actionable items into Work Items.
5. Close out or archive notes once resolved.

API Integration Notes

Notes endpoints are available under /api/notes/*.

Use these scopes for least-privilege access:

• notes:read
• notes:write

Related Articles

• Tasks System (Work Items): End-to-End Guide
• API Keys and Integration Scopes