How do I write and format a note?

Start a noteCopy Anchor Link

1. Go to Notes and click New note.
2. Type a title, then press Enter to move into the body.
3. Write. The note saves as you type.

A new note started while a folder or record filter is on goes into that folder, or is linked to that record.

Basic includes 10 notes. At the limit, New note opens the plan dialog. Archiving a note you're done with makes room. A studio over the limit, for example after a Studio plan ends, can still open every note, and writing and editing wait until it archives down or upgrades. See how to archive or restore a note.

The toolbarCopy Anchor Link

Typing shortcutsCopy Anchor Link

Web addresses turn into links as you type them.

TablesCopy Anchor Link

Click Table in the toolbar and choose its size from the grid: move across it, and the label reads columns × rows. Click to add it, or use the arrow keys and press Enter. The first row is a header.

• Press Tab to move to the next cell and Shift-Tab to move back. Tab in the last cell adds a row.
• Point at a cell (on a phone, tap it) and a handle shows on the left of its row and on top of its column. Click a handle to select that row or column and open its menu: add one before or after, duplicate it, clear it, turn the first row or column into a header, or delete it.
• Point at a table and a bar with + shows along its bottom and right edges. Click the bottom bar to add a row, or the right one to add a column. Drag a bar to add several, or drag it back to remove empty rows or columns. Rows and columns with something in them stay.
• Drag across cells to select them. A yellow edge goes around the whole selection. Delete or Backspace empties the selected cells. With a whole row or column selected, it removes the row or column.
• With the cursor in a table, Table in the toolbar adds or deletes rows and columns, turns the header row on or off, or deletes the whole table.
• Tables keep their rows and columns in a Word, PDF or Markdown download. Copied as plain text, each row is one line with its cells apart by tabs, so it pastes into a spreadsheet.
• A wide table scrolls sideways on a phone.

ImagesCopy Anchor Link

Add an image with the toolbar's Image button, by pasting, or by dragging it into the note.

• Formats: PNG, JPEG, GIF, WebP and AVIF, up to 10 MB each.
• Drag a corner to resize. The proportions stay the same.

Checklists in notesCopy Anchor Link

Checklist items in a note are for the note only. They don't become tasks. To track a to-do, add it in Tasks.

RelatedCopy Anchor Link