Working with Notes

Notes are the primary way to document activities, communicate with team members, and track important information on a study.

Understanding Notes

Each note contains:

• Content - The note text
• Author - Who wrote the note
• Date - When the note was created
• Visibility - Internal or External
• Tags/Mentions - People tagged in the note
• Follow-ups - Scheduled reminder dates

Accessing Notes

1. Go to All Studies in the sidebar
2. Click Details on the study row to open the study
3. Click the Details tab (third tab, after Overview and Workflows)
4. Click Notes in the filter bar (or Action Items, Pinned, or By Workflow for filtered views)
5. View the chronological list of notes

Adding a Note

1. Navigate to the Details tab and select any notes view (Notes, Action Items, Pinned, or By Workflow)
2. Click the Add Note button (top right)
3. Fill in the note details:
   • Content - Write your note text
   • Visibility - Choose Internal or External
   • Date - Usually defaults to today
4. Optionally add mentions and follow-ups (see below)
5. Click Save to add the note

Note Visibility

Visibility	Who Can See
Internal	Only organization members
External	Organization members AND external users

WARNING

Be careful with External notes - they may be visible to people outside your organization.

Mentioning People

You can tag team members in notes to get their attention.

To Mention Someone

1. While writing a note, use the mention feature
2. Search for or select the person to mention
3. The person is added to the note's tags
4. When saved, they receive a notification in their Inbox

What Happens When Mentioned

• The mention appears in the tagged person's Inbox
• They can click through to see the note and study
• Mentions help ensure important notes aren't missed

Mentioning Teams

You can also tag entire teams:

1. Use the team mention feature
2. Select the team to tag
3. All team members receive the notification
4. The note appears in their Team Mentions

Adding Follow-ups

Follow-ups create reminders for future dates.

To Add a Follow-up

1. While editing a note, access the follow-up feature
2. Select a date for the follow-up
3. The follow-up is linked to this note
4. Save the note

How Follow-ups Work

• Follow-ups appear in your Inbox's Follow-ups section
• They're organized by date
• Click a follow-up to open the related note and study
• You can add multiple follow-up dates to a note

Managing Follow-ups

• Remove follow-up dates that are no longer needed
• Follow-ups are personal - only you see your follow-ups

Replying to Notes (Threaded Conversations)

You can reply to existing notes to create threaded conversations, keeping related discussions together.

To Reply to a Note

1. Find the note you want to reply to
2. Click the Reply button on the note
3. Write your reply
4. Save the reply

Your reply appears within the conversation thread, indented under the parent note.

Viewing Threaded Conversations

• Show Replies (N) - Click to expand and see all replies to a note. The number shows how many replies exist.
• See Conversation (N) - If viewing a reply, click to see the full thread including the original note.

How Replies Work with Workflows

When a parent note is associated with a workflow, all replies automatically appear in that workflow's notes view—you don't need to manually associate each reply. This keeps conversations visible in context.

TIP

Replies inherit their parent's workflow visibility. If the original note shows in "Contract Review" workflow, your reply will too.

Viewing Notes

Note Display

Each note shows:

• Author name
• Date created
• Note content
• Visibility badge (Int/Ext)
• Tags and mentions
• Follow-up indicators
• Reply count (if the note has replies)

Note Timeline

Notes appear in chronological order, creating a timeline of study activity. Threaded replies are grouped with their parent notes.

Editing Notes

Note

Individual notes cannot be edited after creation. To correct information, add a new note with the correction.

Note Best Practices

• Be specific - Include enough detail for context
• Use appropriate visibility - Don't put sensitive info in External notes
• Mention relevant people - Ensure the right people see important updates
• Set follow-ups - Don't let important items slip through the cracks
• Document decisions - Notes create an audit trail
• Keep it professional - Notes may be viewed by many people

Integration with Inbox

Notes connect to the Inbox system:

• Mentions appear in your Inbox under Personal/Team Mentions
• Follow-ups appear in your Inbox's Follow-ups section
• Click through from Inbox to jump directly to the note

See Inbox Overview for more information.