Work
Notes
Create rich notes, organize knowledge, and keep reference material close to the work.
Create useful notes
Use Notes for durable workspace knowledge that does not belong in a structured record.
- Give the note a descriptive title.
- Use headings and lists to make long notes scannable.
- Add links and images only when the content is safe for the note's audience.
- Connect the note to the relevant people or work when that option is available.
Editing and safety
Watch the save state before leaving a long note.
Use the right product for sensitive information
Clinical, legal, and governed content should be stored in Care, Professional Records, or Documents so the correct access and lifecycle controls apply.
Notes in Office spaces
A note created inside an Office space remains attached to that space so the team can find it on the next visit.
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