How to Create Project Notes?

Use the Notes feature to create internal instructions, style guides, or quick references for your team. This keeps important documentation easily accessible right where you work, helping everyone stay aligned.

For more detailed information, like comprehensive campaign briefs or style guides, we recommend using the Link to internal documentation feature instead. This practice helps you manage your official documentation more effectively in one central place, ensuring your team is always aligned with the most up-to-date version.

1. Creating a Note

You can create and manage all your notes from the project settings menu.

1. Navigate to Project Settings.
2. From the menu on the left, click Notes.
3. Click the Create a new Note button to open the editor.

4. Fill in the note's content:
   • Title: Enter a clear and descriptive title.
   • Description: Add your content, such as step-by-step instructions, important links, or other reference materials.
5. (Optional) Check the Share it with all projects box to make this note available globally across your account. Leave it unchecked to keep it specific to the current project.
6. Click Save.

2. Accessing and Managing Your Notes

Once created, all notes for the project are just a click away.

• To View Notes: Click the Notes link in the top-right corner of your project's main navigation bar.

• To Edit or Delete Notes: Navigate to Project Settings > Notes. From here, you can click the Edit (pencil) icon to make changes or the Delete (trash can) icon to permanently remove a note.

Best Practices

• Use for Onboarding: Create a "New Team Member Checklist" or "Project Overview" note to help new users get up to speed quickly.
• Keep it Scannable: Use bullet points, bold text, and clear headings within your note's description to make the information easy to digest.
• Pin Important Links: Use a note as a central repository for links to campaign briefs, analytics dashboards, or external style guides.
• Use Global Notes for Universal Rules: The Share it with all projects option is perfect for company-wide standards that apply to everyone, such as your main UTM naming convention.