# Notes URL: https://attio.com/help/reference/productivity-collaborating/notes Breadcrumbs: [Help](https://attio.com/help) > [Reference](https://attio.com/help/reference) > [Productivity & collaborating](https://attio.com/help/reference/productivity-collaborating) Learn all about using notes in Attio. > Available on all plans. > > Available for **all** workspace members. Easily create, edit, and share notes in real-time with your team on record pages. You can also create customizable note templates to use again and again. > For a video walkthrough, see **Notes, tasks, and email sending** in Attio Academy. ## Create notes You can create a note in Attio in several ways: - **Keyboard shortcut:** Press **n** anywhere in Attio to quickly create a new note. - **From a record page:** Open the **Notes** tab on any record page and click **Create note**. - **From the Notes page:** Click **Notes** in the sidebar, then click **New note** in the upper right. ### Link a calendar event to a note To reference a calendar event in your note, click **Link an event** beneath the note title when creating or editing a note. ### Pin notes while working Pin your notes to the bottom of your screen with the ↘ icon in the top right of the note editor. This keeps your note visible while you navigate to other pages in Attio. ### Find your notes Access all your notes from the sidebar under **Notes**. The quickest way to create a note is by hitting the **n** key anywhere in Attio. Alternatively, you can create a note from the **Notes** tab of any record page by selecting **Create Note**. Or, you can click **Notes** in the sidebar and find the **New note** button in the upper-right. You can pin your notes to the bottom of your screen with the** **↘ icon in the top right of the note editor. Want to reference a calendar event in your note? Click **Link an event** beneath the note title. You'll find all your notes in the sidebar under **Notes**. ![](https://a.storyblok.com/f/234930/1404x702/4b65b30f78/note.png) ### Format notes You can easily customize and format your notes and note templates from the note editor. Quickly format your notes with these commands: - Press **⌘** +** b** for bold text - Press **⌘** +** I **for italic text - Press **-** + **space** for bullet points - Press **1**. + **space** for numbered points - Press **# **+** space **for Heading 1 - Press **## **+** space **for Heading 2 - Press **### **+** space **for Heading 3 - Press **⌘** + **z **to undo - Press **⌘ **+** shift **+** z **to redo - Copy a URL, select text, and press **⌘ **+ **v** to hyperlink the selected text You can also use the **/** key to choose from different block types (headings, bullets, numbered lists), or highlight your text to see all formatting options. ### Images in notes There are a few ways to add an image: - Type `/image` and press `return`, then click **Upload an image** - Drag and drop the image file into the note - Paste an image in with `command/control` + `V` - Click the **+ **and select **Image** Hover over the image and select the  ⋮ icon in the top-right corner to find the following options: - **Duplicate** to add another copy of the same image within the note - **Download** to save the image - **Replace** to upload another image to take the place of the current image - **Add caption** to add text below the image - **Align left**, **center**, or **right** to adjust the position of the image within the note - **Delete** to remove the image from the note ### Collaborate on notes You'll see who else is currently viewing the same note as you when their active avatar appears, and you can see their cursor's movements with their name above it. All note updates are real-time. You can tag members of your workspace in a note using **@ **followed by their name. Type **@** followed by a record name to add a quick link to its record page. Video: https://vimeo.com/911700365 ### Delete notes To delete a note, open it and select the ⋮ icon in the upper-right corner of the note. Then select **Delete note** and confirm you'd like to permanently delete the note. ![](https://a.storyblok.com/f/234930/1976x1094/5156fa667b/delete-note.png) ## View all notes Select **Notes** in the sidebar to access all notes in your workspace. Configure your view with the following options: - Click **Sorted by** to choose whether to show notes in an ascending or descending order that they were created. - Toggle between grid and list views by selecting the three lines or grid icons in the upper-right. - Under **View settings**, choose whether to group notes by creation date, or to apply no grouping. > **Note:** Your sort and view settings are unique to you. Changes you make will not affect your team members' views. ## Search and summarize notes with Ask Attio [Use Ask Attio](https://attio.com/help/reference/attio-ai/ask-attio/chat-with-ask-attio) to search notes by date, author, linked record, or content. Ask Attio can summarize notes to help you quickly understand what has been documented. Example prompts: - "Summarize the notes on this account" - "Find all notes from this month that mention billing" - "Summarize all notes I created in the last 30 days" > **Note:** Ask Attio cannot create or edit notes. ## Note templates Note templates let you save useful note structures and styles you commonly use, and apply them to new notes. These can be really useful for recurring meetings, sales calls, interviews, and more. ### Create note templates There are a few ways to create a new note template in Attio: - Navigate to **Notes** in the sidebar, then select **Templates** at the top. Select **New template** in the upper-right. - Press **cmd/ctrl + k **to open the quick action window. Search for and select **Note template. **Select **Create new template**. Video: https://vimeo.com/911695009 - Hit the **n** key to create a new note from anywhere in Attio, or choose **Create note** from the **Notes** tab on a record page. Select **Create new template** at the bottom. - You can also create templates from existing notes you've made. Locate the existing note you'd like to base your template on, open it, and click the **⋮ **icon in the upper right corner of the note editor. Choose **Create template from note**. ### Use note templates Create a new note with any of your custom templates applied. - Create a new note with the **n** key or by choosing **Create note** from the **Notes** tab on a record page. - Choose from **Recent templates **or select **View all templates** to search all templates. Hover over a template to see a preview of it. Video: https://vimeo.com/911695301 Once created, members of your workspace can view and use your note templates. Changes to your new note won't affect the note template itself. ### Edit note templates You can edit or delete an existing note template by going to **Notes** in the sidebar, then **Templates** at the top, or from the quick action menu with **cmd/ctrl + k**, then searching for and selecting **Note templates**. Select the template you would like to edit. To rename a note template, select the title text at the top and you can edit it. Any changes you make to the template will be automatically saved in real-time. To delete a template from an open note, select the **⋮ **icon in the lower right corner of the note, then select **Delete template**. ## Favorite notes and note templates To maintain easy access to a note or note template, navigate to the note or template and select the **⋮** icon, then **Add to favorites**. Favorite notes and templates will show in the sidebar, and at the top of the **Notes** page. Click a note template in the sidebar to create a new note with the template applied. Note that your favorites are only visible to you. [Learn more about Favorites](https://attio.com/help/reference/productivity-collaborating/navigating-your-workspace#favorites). ## FAQ ### How can I download notes? Notes are included in our [workspace export](https://attio.com/help/reference/security-and-privacy/back-up-your-workspace-data), which can be downloaded by admins. Notes can also be exported programmatically through [Attio's API](https://developers.attio.com/reference/get_v2-notes).