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Create and organise notes

Notes are durable documents that live alongside rooms. Use them for runbooks, meeting summaries, specifications, todo lists, or anything you'll come back to.

1. Create one#

Three ways:

  • From the sidebar: click Notes+ New. A blank note opens in the right pane.
  • From a chat message: hover any message → Save as note. The AI suggests a title; you can edit before saving. The new note keeps a back-reference to the source room.
  • From an AI: ask in a chat: "Save the last five messages as a note in this workspace." The AI calls create_note for you.

2. Write#

The editor is GitHub-flavored markdown with live preview:

  • Headings, lists, tables, code fences, footnotes, task lists.
  • [[wiki links]] to other notes. Autocomplete suggests names as you type.
  • ![[embedded note]] inlines another note's body (live, kept in sync).
  • $inline math$ and $$display math$$ (KaTeX). Live preview inside the editor and in the rendered view.
  • - [ ] task lines become trackable todos. Adding !high, 📅 2026-05-20, @alice, #sprint annotates them.

Cmd/Ctrl+Enter on a checkbox line toggles it.

3. Switch between Edit and Preview#

The header has Edit / Preview toggles. Both are mounted at the same time (the inactive one is hidden); switching is instant and doesn't lose state.

Pro tip: while typing math ($x^2$), the in-editor live preview shows the rendered equation in-place. Move the cursor into it → back to source.

4. Organise#

Notes live in a workspace. By default new notes land in your personal workspace. Use the workspace picker (top of the notes panel) to file them elsewhere.

Within a workspace, organisation is via:

  • Tags — set in frontmatter or via the Tags field. Click a tag to filter the list.
  • Categories — AI-suggested (or manually set). One per note.
  • Wiki links — the note graph builds itself as you link.
  • Today pin — one note per workspace can be pinned as "Today"; it shows up in the cross-workspace Today view alongside todos due today.

5. The graph#

Notes panel → Graph tab. Each node is a note; each edge is a [[link]]. Hovering shows the note title and a preview snippet. Filter by tag or category. Use to:

  • Find orphan notes (no outgoing or incoming links).
  • See how a topic clusters.
  • Navigate by structure rather than by name.

6. Comments#

Each note has its own comment thread (below the body). Lightweight chat scoped to that document — good for review feedback or clarification.

7. Sharing#

Notes inherit the visibility of their workspace. If your workspace is shared with three other people, the note is too. To send a link to a specific note, just copy the URL — it includes the note id and falls back to the title-based wiki-link.

What's next#

Updated 2026-05-17 13:10:04 View source (.md) rev 1