Notes
Longer writing, such as meeting notes, ideas and pricing, linked to the project or person it's about.
- notes
- writing
- documents
Notes are for the longer thinking: meeting notes, ideas, pricing, what you learned. Link each note to the projects, contacts and organizations it's about, and it shows up on their Notes tab too.
The Notes page
The rail on the left lists your notes, and the open note fills the right. On a phone, the list and the note are separate screens.
| Part of the rail | What it does |
|---|---|
| Search notes | Searches titles and the full text of every note |
| Filter by record | Shows the notes linked to one project, contact or organization |
| Pinned | Your pinned notes, at the top |
| Notes | Everything else, most recently edited first |
| Folders | Your studio's folders, with a count for each |
What a note holds
| Part | Notes |
|---|---|
| Title | Optional, up to 300 characters. A note without one shows as "Untitled" |
| Body | Rich text with headings, lists, checklists, toggles, tables and images |
| Linked to | Up to 50 projects, contacts and organizations |
| Folders | A note can sit in several folders |
| Created and Modified | Shown on the note |
Notes save as you type. The footer shows the word count and the save status.
Basic includes 10 notes. Archived notes don't count, and Studio has no limit. See how to archive or restore a note.
Notes around Plya
- Records: projects, contacts and organizations have a Notes tab. New note there starts a note already linked.
- Canvas: a note card shows the title and first lines. Add → Note… makes an empty note at once, and Convert to note turns a sticky or text box into one.
- Ash: Ash can find, write and add to notes.
A sticky on the canvas is different from a note: stickies stay on the board, and notes live in Notes.
Related
How do I write and format a note?
The toolbar, typing shortcuts and images.
How do I organize notes?
Links, folders, pins and search.
How do I archive or restore a note?
Take notes off Basic's count and bring them back.
How do I import or download a note?
Bring in .txt, .md, .docx and .pdf; download as Word, PDF or Markdown.
Notes troubleshooting
Common problems and fixes.
Need a person? or email support@plya.app.