Notes — overview

Notes is the lightweight place for anything you want to jot down quickly — without turning it into a full document, appointment or formal file. Notes behave like sticky notes but are searchable, share-friendly and synced across devices.

What are notes for?

Personal reminders — “Talk to customer X about pricing tomorrow.”
Shared notes — short pointers for a team or group (“Keys are at reception”).
Idea collection — proposals, sketches, lists that don’t have a home yet.
Checklists — small to-do lists with check marks.

Key terms

Note — an entry with title, text, optional images or checkbox list.
Board — a folder of notes (e.g. “Personal”, “Team Köln”, “Improvements”).
Shared board — a board you share with other employees.
Tag — a keyword you can search across boards.

Quickly add a note

Open Notes in the menu.
Click New note (or the + icon).
Enter title and text. Optional: image, checklist, tag, reminder.
Pick a board to file it under.
Save — notes sync automatically.

Personal or shared?

Personal — only you see it. Default.
Shared — you share a board with other employees or a group. Anyone with access can read; depending on the setting, also edit.

Shared notes are not a replacement for chat — they’re durable reminders; chat is for the conversation.

Who uses notes?

Every employee — for personal reminders.
Teams — hints that don’t need to be repeated in chat daily.
Field staff — e.g. notes per customer site (“Gate only opens with code 1234”).

Who needs which permission?

Task	Permission
Create / edit your own notes	every employee
See a shared board	depends on the sharing setting
Create a shared board	Medium
Delete a board	High — if other employees are members

Connection to other areas

Chat — a note can be shared into a chat (“Look at this, it’s saved for customer X”).
Projects — notes can be attached to a project.