Notes is the project's shared notebook. Use it for anything the team should remember that is not a task: the client's brief, login instructions that are safe to share, meeting notes and decisions.

By the end you can

Create a note
Pin an important note

Screens used

Project, Notes

Steps

1
Open Notes
On: Project, Notes
Open the project, then open the Ops hub and choose Notes.
You should see: Your notes, or "No notes yet".
2
Create a note
On: Project, Notes
Press New note and give it a title.
You should see: An empty note opens.
3
Write
On: Project, Notes
Write the note. Markdown works: ## for a heading, a dash for a list item.
You should see: The note saves as you write.
4
Pin it
On: Project, Notes
Use Pin to top on notes the team needs often, such as the client brief. Unpin reverses it.
You should see: The note moves under Pinned at the top.

Tips

Never put passwords or payment details in a note.

Troubleshooting

"You have read-only access to this note. Ask a project editor to make changes.": Your role in this project is Viewer. Ask the project owner to change your role on the Members page.
Headings show as ## signs.: You are looking at the editing view. Press Preview to see the note formatted, and Edit to go back.

One row per shot, in the same order as the guide. Estimated length 1:28, recorded signed in as Owner. Use made-up data only. How to record

0:00Title card

Say: Keep notes on a project. Capture client briefs, meeting notes and decisions where the whole team can find them.

Hold until you see: Lesson title on screen for three seconds.

0:16Step 1: Open Notes (Project, Notes)

Say: Open the project, then open the Ops hub and choose Notes.

Hold until you see: Your notes, or "No notes yet".

0:29Step 2: Create a note (Project, Notes)

Say: Press New note and give it a title.

Hold until you see: An empty note opens.

0:41Step 3: Write (Project, Notes)

Say: Write the note. Markdown works: ## for a heading, a dash for a list item.

Hold until you see: The note saves as you write.

0:56Step 4: Pin it (Project, Notes)

Say: Use Pin to top on notes the team needs often, such as the client brief. Unpin reverses it.

Hold until you see: The note moves under Pinned at the top.

1:12End card

Say: That is keep notes on a project. The written steps are on this lesson's page in the ItzSEO course.

Hold until you see: End card with the lesson link.

0 of 6 checked

Step 1: Open NotesYou should see: Your notes, or "No notes yet".
Step 2: Create a noteYou should see: An empty note opens.
Step 3: WriteYou should see: The note saves as you write.
Step 4: Pin itYou should see: The note moves under Pinned at the top.
Problem case: "You have read-only access to this note. Ask a project editor to make changes."You should see: Your role in this project is Viewer. Ask the project owner to change your role on the Members page.
Problem case: Headings show as ## signs.You should see: You are looking at the editing view. Press Preview to see the note formatted, and Edit to go back.

By the end you can

Screens used

Steps

Open Notes

Create a note

Write

Pin it

Tips

Troubleshooting

Reference articles on this topic

Related lessons