Pinned Notes

You can pin a note to the top of a Property or Project so that it's the first thing someone sees when they go to a record:


To pin a note, first create the note by clicking 'Notes' on the left side bar.

Click on 'Add Note' and write the note. Then click 'OK'.

Once the note appears in the list of notes, you can click on the pin button to the right to pin it to the top of the record. To un-pin a note, simply expand the Notes panel and click the button again:



Only general notes can be pinned (as opposed to notes that belong to specific work items). Pinned notes are not visible in the mobile app.

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