> ## Documentation Index
> Fetch the complete documentation index at: https://docs.nexus-search.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Notes

> Flexible, rich-content records for capturing important information and insights

## Overview

Notes are flexible records in your activity timeline that help you capture important information, observations, and insights about your [Accounts](/core-concepts/accounts), [Contacts](/core-concepts/contacts), [Candidates](/core-concepts/candidates), [Projects](/core-concepts/projects), and [Applications](/core-concepts/applications). Unlike other activity types that track specific interactions (calls, appointments, emails), notes serve as your digital notepad for documenting anything relevant to your work.

## Note Properties

| Field                  | Description                                                                                                        |
| :--------------------- | :----------------------------------------------------------------------------------------------------------------- |
| Related Records        | Records in Nexus linked to the note. When a record is linked, the note appears in that record's activity timeline. |
| Use Template           | Select a note template from the Content Studio. The defined content including variables will be loaded.            |
| Note Title             | Title of the note.                                                                                                 |
| Note Type              | Type of note. Possible values: **General Note**, **Meeting Note**, **Call Note**, **Research**, **Reminder**       |
| Note Content           | Optional description of the note.                                                                                  |
| Pin this Note          | When pinned, the note is always displayed at the top of the activity timeline for all linked records.              |
| Make this Note Private | When set to private, only the creator can see the note.                                                            |

## Create Notes

<Steps>
  <Step title="Open the detail page of the record (Account, Contact, Project etc.) where you want to create a Note" />

  <Step title="Open the &#x22;Activities&#x22; tab" />

  <Step title="Click the &#x22;Note&#x22; button in the upper right corner of the activity timeline">
    The following fields are editable:

    * Related Records
    * Use Template
    * Note Title
    * Note Type
    * Note Content
    * Pin this Note
    * Make this Note Private
  </Step>

  <Step title="Click the blue &#x22;Create Note&#x22; button to save">
    Click Cancel if you do not want to create the note.
  </Step>
</Steps>

## Edit Notes

<Steps>
  <Step title="Open the detail page of the record (company, contact, etc.) where you want to edit a note" />

  <Step title="Open the &#x22;Activities&#x22; tab" />

  <Step title="Click the grey pencil icon &#x22;Edit Activity&#x22; on the right side of the relevant note">
    The following fields are editable:

    * Linked Records
    * Use Template
    * Note Title
    * Note Type
    * Note Content
    * Pin this Note
    * Make this Note Private
  </Step>

  <Step title="Click the blue &#x22;Save Changes&#x22; button to save">
    Click Cancel if you do not want to save the changes.
  </Step>
</Steps>

## Delete Notes

<Steps>
  <Step title="Open the detail page of the record (company, contact, etc.) where you want to delete a note" />

  <Step title="Open the &#x22;Activities&#x22; tab" />

  <Step title="Click the red trash icon &#x22;Delete Activity&#x22; on the right side of the relevant note" />

  <Step title="Confirm the warning by clicking &#x22;Delete Activity&#x22;" />
</Steps>