> ## Documentation Index
> Fetch the complete documentation index at: https://docs.aireadyscore.com.au/llms.txt
> Use this file to discover all available pages before exploring further.
# Notes
> Write formatted notes, keep them private or share them with your team, and attach them to a client or a report.
**Notes** is where you record your own thinking inside AI Ready: what a result means, what
you agreed in a meeting, what to do next. It's in the sidebar for everyone, whatever kind
of organisation you're in and whatever your role.
The Notes page is titled **Notes**, *"Your notes, and notes your team has shared."*
## Writing a note
**New note** sits at the top of the Notes page, and on the **Notes** panel of a client
or a report.
The title field starts as **Untitled**. It's part of the note, not a separate step.
The body starts with **Start writing your note…**. It's a full rich-text editor, see
[Formatting](#formatting) below.
There's no Save button. The indicator under the editor reads **Saving…** then
**Saved**. If something goes wrong you'll see **Couldn't save. Retrying on your next
change.**
The editor also shows **Created \[date]** and **Last edited \[date]**, so you always know how
current a note is.
## Formatting
The editor works the way you'd expect: a toolbar across the top, and a small one that
follows your selection. Everything standard is there, headings, **bold**, lists,
checklists, tables, links, quotes, callouts, and colour.
The fastest way in is to type **/** anywhere in the body. That opens the insert menu
without reaching for the toolbar, and it's how most people end up working once they know
it exists. **To-do list** is the one worth remembering: it turns a note into something
you can actually work through.
Notes are rich text only. There's no image, video, or file upload, and no @-mentions or
comments. If you need to point at something, link to it.
## Private or shared: which to pick
Every note has a **Share with my team** toggle. The default is private, and the honest
rule is that **most notes worth keeping should be shared**.
| Keep it private when | Share it when |
| ------------------------------------------------- | ---------------------------------------------------- |
| It's a rough draft you haven't thought through | It records a decision, or why you rejected an option |
| It's your own reminder, meaningful to nobody else | It's context a colleague would need if you were away |
| It contains a judgement about a person | It's what you learned about a client or a report |
The test: *if I left tomorrow, would someone need this?* If yes, share it. A private note
that mattered is a private note that gets lost.
Sharing changes who can **read**, never who can **write**. **Only you can ever edit or
delete your own note**, so sharing costs you nothing, a colleague opening it sees it
read-only with no Edit or Delete. You can toggle it either way at any time.
On the notes list, the **Sharing** column shows **Private** or **Shared with team** for
your own notes, and **Team** for a colleague's shared note. On a client or report panel
the same states read **Shared** and **Team**.
## Where should the note live?
This is the one choice you can't undo, so it's worth ten seconds. Ask **what would I be
looking at when I next need this?**
| If you'd be looking at… | Attach it to | Example |
| --------------------------- | -------------- | ------------------------------------------------------------------------------------------- |
| A specific report | **Report** | What a weak dimension means for you, what you decided to do about it |
| A client, across everything | **Client** | Who the real decision-maker is, what they said last quarter, how they like to be approached |
| Nothing in particular | **Standalone** | A running list, a meeting agenda, your own thinking |
The rule of thumb: **attach it if it would be useful to the next person who opens that
record.** A note about a report belongs on that report, where someone reading the report
will find it, not in a general list they'd have to know to search.
Use the attachment picker at the top of a new note, **Attach to a client or report…**. It
lists what you can already reach, grouped into **General**, **Clients**, and **Reports**;
if nothing matches your search you'll see **No matching client or report.**
Choose the attachment **before you save**. It's fixed once the note is created and the
picker becomes read-only afterwards, so a note filed in the wrong place has to be
rewritten somewhere else. When in doubt, attach it, a standalone note is the easiest one
to lose.
The quickest way to attach one is from the thing itself: the **Notes** panel on a client
page or a report page has its own **New note**, and a report's section rail carries **Add
note**. Both open a note already attached. An empty panel reads *"No notes here yet. Add
one to keep your thinking alongside this record."*
## Finding a note
The Notes page lists every note you can read, yours and your team's shared ones, with
**Title**, **Type**, **Attached to**, **Sharing**, and **Updated** columns.
* **Search notes…** filters by text.
* The type filter (**All types**) narrows to **Standalone**, **Client**, or **Report**.
* With no notes at all you'll see *"You don't have any notes yet. Create your first note
to get started."*; if a filter hides everything, *"No notes match these filters."*
Notes are also indexed in [Find](/using/navigating#find-k), so **⌘K** reaches a note by
title from anywhere.
## Editing and deleting
Open a note to read it, then **Edit** to change it. **Delete** asks first: the dialog is
titled **Delete note**, *"This note will be removed from your notes. This can't be
undone."* Confirming shows **Note deleted.**
## Related
Reports you can attach a note to.
The sidebar and Find.