Add a note
A note is a record of something that happened or something worth remembering — a call summary, a detail from a conversation, context for a teammate. Notes are logged, not scheduled: they have no due date and are never “done.”
Add a note
Section titled “Add a note”- On a record’s Notes tab (or any activity tab), click Add note.
- Right-click a contact on a list, a board card, a Home row, or a Tasks row → Add note.
- Inside a conversation thread, add an inter-message note — an amber sticky note between messages (Cmd/Ctrl+Enter submits). See Inbox and conversations.
Read a note
Section titled “Read a note”Click a note on the Notes tab or in History. It opens read-first at reading width with clickable links; Edit is a click away. The expand toggle helps with long, pasted bodies.
Notes the extension writes
Section titled “Notes the extension writes”When you view the LinkedIn profile of someone who is already a contact, the extension writes one note per visit listing what it updated (a changed job title) and what it only noticed (a changed company, About, email, or phone, which it never overwrites). See What the extension captures.
Notes shared across a link
Section titled “Notes shared across a link”An Admin can flag a reference field so the two records it links share their notes — for example, both halves of a couple in a coaching practice seeing the same session recap. Borrowed notes are tagged “via