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Notes

Capture longer notes, working documents, checklists, and reference material in the Notes workspace.

Where to find it

Open the relevant section in your active workspace. Some controls depend on your workspace permissions.

Using Notes

  • Start quickly with meeting, project, task-builder, research, and decision templates.
  • Pinned notes stay at the top of their folder.
  • Turn supported note checklists into tasks when you are ready.

Before you continue

Check that you are working in the intended workspace. Changes to shared content may be visible to other authorized members.

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