Skip to main content

How can I add notes?

Notes are a great way to add extra information to the detail view of your items, including links.

Adding a note​

tip

Note: Each note size can be 100 KB maximum and you can have up to 3 notes per deal (in the free plan, limit vary depending the plan), person or organization. If a note exceeds the 100 KB size you can broken down the note into multiple notes.

To add a note to an item, go to the detail view and click ”Notes“ in the top right corner.

hciantadoc01

Basic text features can be found at the bottom of the window and include:

  • Bolding
  • Underlining
  • Italicizing
  • Bullet listing
  • Number listing
  • Indentation (left or right)

You can also click the link button to embed a link into the text in your note.

hciantadoc02

tip

Note: Text that has a link embedded with appear blue, and you can click on the words to open the embedded link.

Saving and searching for the note​

Once you’ve saved the note, it’ll be added under the DONE section of your detail view.

hciantadoc03

Click the ”...“ to edit, pin or delete the note. When a note is pinned, it remains at the top of the detail view but can still be found under DONE.

hciantadoc04