DocsModulesNotes: create quick notes, link them and find them again

Notes: create quick notes, link them and find them again

The Notes module is a simple board for quick thoughts, links and Markdown notes — with color categories, pinning and full-text search instead of a folder structure.

Prerequisites
  • You're signed in and your organization has the "Notes" module activated.
  1. 1

    Open Notes

    Open "Notes" from the main menu (route /notes). Pinned notes appear at the top in their own "Pinned" section, everything else below as a card grid, sorted by last edited by default.

  2. 2

    Create a new note

    Click "New Note" in the top right. The modal has a title and a content field — content uses the same Notion-style Markdown editor as the Knowledgebase (formatting, lists, code blocks). Only "Create Note" saves it; both title and content are optional, so an empty note lands in the board as "Untitled".

  3. 3

    Color is the only categorization

    There are no folders or tags — the only grouping is color (Default, Amber, Blue, Green, Rose, Violet), picked in the editor modal by clicking a color dot. The color bar above the board filters the view to exactly one color; "All" resets the filter.

  4. 4

    Attach links to a note

    In the editor modal under "Links", enter a URL and an optional label, then confirm with "Add" or Enter. Links show up as external buttons on the note card (opening in a new tab) and count toward the "X links" total in the header — there's no linking to projects or tasks, only arbitrary URLs.

  5. 5

    Pin, edit, delete

    Hovering a card reveals three icons in the bottom right: pin/unpin, edit (pencil) and delete (trash, with a confirmation dialog). Pinned notes automatically move to the "Pinned" section at the top and stay there regardless of their edit date.

  6. 6

    Search notes

    The search field above the board filters live across title, content and link label/URL at once. Search and color filter can be combined; no matches show a hint suggesting you adjust the search or filter.

Common pitfalls
  • No folders, no tags — only color and pin

    If you expect a Knowledgebase-style folder structure, you won't find one here: notes can only be grouped by one of six colors and their pin status, nothing else.

  • Links are plain URLs, not internal references

    "Links" on a note point to arbitrary external addresses, not to projects, tasks or other notes in the system. There is currently no linking between notes and other modules.

  • Delete asks for confirmation but is final

    The delete button shows a confirmation dialog, but after that there's no trash or undo — the note is gone immediately.

Related articles

More articles are coming soon.

Last reviewed on 2026-09-12Couldn't find your answer, or still stuck? Go to support