Using Notes

Notes let you attach additional context, updates, or commentary to a item without changing the item itself. They're useful for capturing what's happening around a piece of work — progress, blockers, decisions, follow-ups — so the history stays with the item instead of living in chat, email, or meeting recaps.

How Notes work

Notes can be added to any item that supports them, including:

• News items
• Rocks
• To-dos
• Issues
• KPIs

A Note lives on the item it was added to. When you open the item, you see its original details along with a thread of every Note that's been added to it. Notes accumulate over time — adding a new one doesn't replace the previous ones.

Where Notes appear

Every item has a note icon on its right side, just to the left of the three-button menu (Edit, History, Archive, Delete).

• If no Notes exist yet, the icon appears on its own.
• If one or more Notes exist, a number appears above the icon showing how many.

Clicking the icon opens a compact view of the item, the thread of any existing Notes, and a text box for adding a new one.

Add a Note

1. Locate the item you want to add a Note to.
2. Click the note icon on the right side of the item.
3. Type your Note in the text box.
4. Click Add note to post it.

The Note appears at the bottom of the thread immediately.

When to use a Note

Notes are best for context that doesn't belong in the item's main fields. Common uses include:

• Progress updates — a Rock or To-do is moving forward and you want to record where it stands
• Explaining unusual data — a KPI spiked or dipped and you want to capture why
• Decisions and next steps — something was agreed on in a meeting that affects this item
• Follow-ups — actions taken, things still pending, or open questions
• Historical context — preserving the story of how the item evolved over time

If the information needs to change something about the item (its status, owner, due date, target, etc.), edit the item directly instead. Use Notes for everything around the item, not the item's core fields.

Notes and item lifecycle

• Anyone with access to a team can add Notes to that team's items.
• When an item is archived, its Notes are preserved. They remain visible if you open the archived item.
• When an item is deleted, its Notes are deleted along with it. Deletion is permanent.

Best practices

• Add a Note when you'd otherwise send a Slack message or email about the item — the Note keeps the context with the work.
• Be concise. Notes work best as short updates rather than long writeups.
• Use Notes instead of editing the original description when something has evolved. That way, the history of the item stays intact.
• Encourage your team to check the Notes thread before asking for an update — it's often already there.

Things to keep in mind

• Anyone with access to a team can add Notes to that team's items.
• Notes are visible to anyone who can see the item they're attached to.
• Notes are deleted along with the item if the item is deleted, so don't rely on Notes as the only record of important information.
• Notes can't be added to Objectives, Core Values, Org Chart roles, meetings, or Agendas — only to the items listed above.

Related articles

• Icons, Tags, and shared item elements
• Using the News tab
• Using the Rocks tab
• Using the To-dos tab
• Using the Issues tab
• Using the KPIs tab