Notes

Notes, the third tab of the pipeline, is the workspace's own writing: the brief, the brand's voice, what was agreed on the call. Write it once, link it from the cards it is about, and it shows on each of them.

Writing

1. 1New noteAt the top right. An empty workspace offers a started brief, brand voice or meeting notes page as well as a blank one.
2. 2WriteThe toolbar makes headings, bold, italic, links, lists, numbered lists, checklists and quotes. There is no save button: it is written a moment after you stop typing.
3. 3Done writingShows the page formatted. Click the words, or Edit, to write again. Checklist boxes tick right on the formatted page.

Notes are stored as plain Markdown, so the formatting survives being copied into an email. Several people can write in the same note at once, each with their caret and name on everybody's screen, and every keystroke from each of them is kept. See Working together live.

Finding one

Find a note searches every word of the titles and the text. Pin keeps a note at the top of the list for everybody, for the brief and the voice guide the team opens every day.

Linking a note from a card

Either way both sides show it: the card lists the note, the note lists the card, and the card's activity says who linked what. The × on either side unlinks without deleting anything. Deleting a note removes its links; the cards stay.