---
key: add-a-note-to-a-record
title: Add a note to a customer or record
audience: staff
section: resources
routes: ["/accounts/:accountUid", "/accounts/:accountUid/:tab", "/work-orders/:uid/:tab?/:itemUid?", "/work/projects/:uid/:tab?/:itemUid?", "/work/tasks/:uid/:tab?/:itemUid?", "/service-assets/:assetUid/:tab?/:itemUid?", "/work/portfolios/:uid/:tab?/:itemUid?", "/intake/inbox/:submissionUid/:tab?"]
permissions: ["notes.read"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Write a note on a customer, work order, project, task, service asset or portfolio from its Notes tab, then pin, colour, tag, file, archive or bin it.
keywords: [note, notes, write a note, internal note, memo, reminder note, pin a note, sticky note, delete note]
related: [find-your-way-around-a-record, attach-a-file-to-a-record, keep-access-details-on-a-record, turn-folders-on-or-off-for-one-record, comment-on-a-task]
---

Open the customer or record, then press its **Notes** tab. For example, in the sidebar open **Operations**, then **Work Orders**, open the work order, and press **Notes**; the page address ends in `/notes`. The quickest way in is **Actions**, then **Add note**, which opens the tab with a new note ready.

Notes are for your team. Customers do not see them unless you share one on purpose.

## Before you start

Your role needs permission to read and create notes on that kind of record. Pinning, tagging, filing in folders and deleting each have their own permission; a control you lack is greyed out or missing.

## Steps

1. Press **Add a note**. An empty note opens.
2. Type a **Title (optional)**, then the note itself where it says "Write a note...". Use the toolbar for bold, italic, lists and links, and **Add file** to attach a photo or document.
3. While the note is open you can pick its **Note color**, pin it, choose a folder, or add tags with the tag button.
4. Nova saves as you type; the note says **Saved**. On a phone, press **Save** to close it.

To change a note later, press it and type. Its card and its **More actions** menu have the rest:

- **Pin note** keeps it at the top under **Pinned**; **Unpin note** puts it back.
- **Change note color** to sort notes at a glance.
- **Edit fullscreen** for a long note.
- **Archive note** hides it from the list without deleting it; **Unarchive note** brings it back.
- **Move note to trash**, then confirm with **Move to trash**. **Undo** appears for a moment afterwards.

## What you see

- The list shows **Pinned** notes first, then **Others**. Switch between list and grid with the layout buttons.
- Press the **Notes** title to switch between **All notes**, **Pinned**, **Archive** and **Trash**. In **Trash**, press **Restore note**, or **Empty trash** to delete them all for good.
- Type in **Search notes by title, content, or tags**, or use **Filter by tag**.
- When folders are on for this record, a folder panel sits beside the notes ([[turn-folders-on-or-off-for-one-record]]).

## If something looks different

- **This note is being edited by someone else.**: another person has it open. You can read it; wait, or ask them to close it.
- **This note was updated elsewhere. Resolve the conflict to continue.**: someone saved a change while you were typing. Follow the prompt on the note to carry on.
- **Note limit reached. Delete notes or increase the organization limit before creating another.**: your organization's note allowance is used up. An admin can raise it.
- **Share note** gives a customer a link to read the note in their portal ([[share-a-note-or-file-with-a-customer]]). It only appears on records that belong to a customer.
- On an intake submission the tab is called **Notes & tags**. Your organization can also rename the tab.