Organize notes and files

1. Open Notes to capture a document, checklist, or reference.
2. Choose a suitable template, such as a meeting, research, project, or decision template.
3. Use folders and pin important notes where supported.
4. In a collaborative workspace, open Files to organize shared resources in nested folders.
5. Attach relevant files, folders, or notes to tasks using the task attachment controls.

Preview and share carefully

Files supports previews for common document types. Workspace membership and permissions control access. Do not upload passwords, authentication tokens, or confidential sensitive records.

Turn notes into action

Supported note checklists can become tasks. Review their details and workspace before confirming.