About Private Notes

Private Notes are quick user-specific sketches that help users keep track of small bits of information.

These can be used for colour codes, quick reminders, something for the user's eyes only.

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In this article


How to Add a Private Note

1. Head to the Information Centre on the top right corner of the platform and click on your profile picture.

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2. Under Private notes and Team To-dos, click on Private Notes and then on Add Notes.

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3. Enter a Headline to identify your note with, then write the content under Description.

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4. Ready? Click Save. If you want to scrap the note, click Cancel.

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How to Edit a Private Note

1. To edit a note, first find the note you wish to edit.

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2. Click on the field you wish to edit, either headline or description.

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3. Freely make the changes. Your changes will be saved automatically.

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How to Organise Private Notes

Click on the dividers under the notes and drag them to move the notes around.

Release to place the note. Easy, no? Just a drag and drop!

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How to Delete a Private Note

1. Find the note you wish to delete.

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2. Click the circle with the "x" on the top right corner of the note.

3. Click Confirm to delete the note, otherwise click Cancel.

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