Create and organise notes

json
{
  "title": "Create and organise notes",
  "audience": "beginner",
  "summary": "From your first note to a workspace knowledge graph.",
  "sort_order": 3
}

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.

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#

Todos from notes — the cross-workspace todo system.
Voice-dictate into notes.
Math rendering.