English · සිංහල · தமிழ்

Guides › Team & HR

Team & HR

Write and share notes with your team

Write notes, checklists and tables, share them with teammates and highlight what they must read.

Where to find it: Menu → Notes For everyone 6 min

The steps at a glance

1Open Notes2New note3Format it4Share it5Highlight forsomeone
Step 1 of 5
  1. In the menu on the left, tap Notes. On a phone, tap the ☰ menu button at the top first.

    companyflowhq.com/notesCompanyFlowHQMailUploadsTeam chatNotesLive chatBoardsDeadlinesNotesSearch ⌘KMenuMailUploadsTeam chatNotesLive chatBoardsDeadlines
  2. Tap New note, type a Title and start writing. It saves by itself — look for Saved ✓.

    companyflowhq.com/notesCompanyFlowHQMailUploadsTeam chatNotesLive chatBoardsDeadlinesNotesSearch ⌘KNew noteTitleVisa checklistSaved ✓NotesNew noteTitleVisa checklistSaved ✓
  3. Use the toolbar for Bold, Checklist, Table, Picture and Drawing. On a phone, swipe the toolbar sideways.

    companyflowhq.com/notesCompanyFlowHQMailUploadsTeam chatNotesLive chatBoardsDeadlinesNotesSearch ⌘KBoldChecklistTablePictureDrawingNotesBoldCheckli…TablePictureDrawing
  4. Tap Share, choose Everyone can view or give teammates Can view or Can edit, then tap Save sharing.

    companyflowhq.com/notesCompanyFlowHQMailUploadsTeam chatNotesLive chatBoardsDeadlinesNotesSearch ⌘KShareSam PatelCan editSave sharingNotesShareSam PatelCan editSave sharing
  5. Select the important words, tap Highlight, tick the people, add a message and tap Send highlight. They see You have a new note.

    companyflowhq.com/notesCompanyFlowHQMailUploadsTeam chatNotesLive chatBoardsDeadlinesNotesSearch ⌘KHighlightMessage (optional)Please read before the 3pm callSend highlightNotesHighlightMessage (optional)Please read before the 3pm callSend highlight

✅ How do I know it worked?

  • Your teammate sees a bouncing You have a new note and a red number on Notes.

⚠️ Common mistakes

ProblemSomeone else changed the note at the same time.FixTap Reload to see their version, or Keep mine to save yours. Older versions are in More → Version history.
ProblemA teammate can't open your note.FixNotes are private until you share them. Tap Share and add them.

Related guides

Sign in to try it