Team & HR
Write and share notes with your team
Write notes, checklists and tables, share them with teammates and highlight what they must read.
The steps at a glance
Step 1 of 5
In the menu on the left, tap Notes. On a phone, tap the ☰ menu button at the top first.
Menu Mail Uploads Team chat Notes Live chat Boards Deadlines Tap New note, type a Title and start writing. It saves by itself — look for Saved ✓.
companyflowhq.com/notes CompanyFlowHQ Mail Uploads Team chat Notes Live chat Boards Deadlines Notes Search ⌘K New note Title Visa checklist Saved ✓ Notes New note Title Visa checklist Saved ✓ Use the toolbar for Bold, Checklist, Table, Picture and Drawing. On a phone, swipe the toolbar sideways.
companyflowhq.com/notes CompanyFlowHQ Mail Uploads Team chat Notes Live chat Boards Deadlines Notes Search ⌘K Bold Checklist Table Picture Drawing Notes Bold Checkli… Table Picture Drawing Tap Share, choose Everyone can view or give teammates Can view or Can edit, then tap Save sharing.
companyflowhq.com/notes CompanyFlowHQ Mail Uploads Team chat Notes Live chat Boards Deadlines Notes Search ⌘K Share Sam Patel Can edit Save sharing Notes Share Sam Patel Can edit Save sharing 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/notes CompanyFlowHQ Mail Uploads Team chat Notes Live chat Boards Deadlines Notes Search ⌘K Highlight Message (optional) Please read before the 3pm call Send highlight Notes Highlight Message (optional) Please read before the 3pm call Send 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.
