Post-it cards (notes)

Post-it cards are short notes you can place on the dashboard, on a project, task or HR profile page, in the calendar and on the project report. Each card has a label, content, a colour and a visibility: only you, the team's editors and admins, or every member of the team.

New card: in the notes box, click Add a note. Fill in the Label (the card's short title) and the Content, pick a Colour and a Visibility, then click Create.

The content can contain bullet lists, headings, links and checklists (- [ ] to-do). Checklist items can be ticked directly on the card.

Visibility:

• Own – only you can see it.
• Shared – the team's editors and admins can see it; users with the Member role cannot.
• Public – every member of the team can see it.

Each level comes in two variants: (zone) shows the card on every item of that page type (for example on every project), (zone + ID) only on the one item where you created it (for example only on this project). Users with the Member role can only create their own cards.

Editing and ordering: double-click a card or use the pencil icon. Drag a card by the handle on its left to change the order.

Search: in the menu under your name in the top right, Cards takes you to the Card Notes page. Search by label or content, filter by visibility and by created or updated date, and sort the results.

When a user leaves the team, their own cards are deleted; shared and public cards stay.