Create and edit a note

Write a team or private note on a project, with headings, checklists, photos and website links, and edit it any time.

Why use it

Meeting notes in a personal notebook or email draft disappear when you need them. A project note keeps what was agreed, measured or promised on the project itself, with photos and links, where everyone on the team can find it.

When to use it

After a site visit or client meeting. Capture measurements, decisions and photos while they are fresh.
Working lists. A checklist of what to source, chase or confirm.
Private reminders. Use a private note for thoughts you are not ready to share.

For a conversation with your client, use project chat instead. For work with an owner and a deadline, add a task.

Before you start

You need to be the owner or an admin to create and edit notes. Members can read team notes.
Open the project from Projects.

Steps

Project overview for Lombard Street Loft scrolled to the side panel, where the Notes card shows a Palette note and opens all project notes. — Create and edit a note, Lombard Street Loft

On the project overview, choose Open project notes in the Notes section.
Choose New note, the + at the top of the note list.
Choose Team note to share it with your team, or Private note to keep it to yourself.
Give the note a title, for example Palette and finishes, and write in the body. To change a note later, open it and choose Edit note.
Use the toolbar for headings, lists and checklists, Add link for a website, and Attach image for photos.
Choose Save. Cancel leaves the note as it was.

Rather click through it? The guided demo walks you through the real screen, one step at a time.

What happens next

The note appears in the Project notes list and in the Notes section of the overview.
A team note is visible to your team. A private note can only be opened by you.
Every save is kept in History, so you can compare and restore earlier versions. See Version history.
If you leave with unsaved changes, Moodiri asks Save changes before leaving? Choose Save, Discard changes or Keep editing.

Limits

Limits

Members can open notes, but only the owner and admins see New note and can edit.
Images can be JPEG, PNG, WebP or GIF, up to 10 MB each, and up to 100 per note.
Website previews need an https:// link.

Troubleshooting

Images in notes must be 10 MB or smaller.: resize the photo or choose a smaller one.
This note already has the maximum of 100 images.: start a new note for more photos, or remove some.
Website previews require an https:// link.: use the https:// version of the address.

Questions

I started a note and changed my mind. What happens to it?

If you discard a new, empty note, Moodiri moves it to Trash, where you can delete it for good.

Someone else edited the note while I was writing. What now?

Moodiri won't overwrite their changes. You see This note changed in another window; close editing, reopen the note and make your change again.

Can I make a team note private later?

Yes, if you created it. Choose Team or Private on the open note and pick the other option.