---
title: Notes
keywords: notes, project timeline, rich text, pinned notes, Pin to top, Pinned to top, project notes, communication, progress tracking, timeline, project, editing, comments, annotations, memos, remarks, case notes
summary: Rich text entries added to a project's timeline for recording information, tracking progress, or communicating with participants. Covers adding, editing, pinning, unpinning, and deleting notes.
url: /matter
---

# Notes

## What are notes?

Notes are rich text entries added to a project's timeline. Use them to record important information, track progress, or communicate with the project's participants. Each note shows its author and how long ago it was added. Select text in the note to open a formatting toolbar with headings, bold, italic, underline, lists, and links.

Notes appear in the timeline on the project details page, together with other activity such as the project creation entry.

## Adding a note

1. Open the project from the **Projects** list.
2. In the project's timeline, click the field labelled **Write a new note…**.
3. Type your note and format it if you like.
4. Click **Save note**.

![The Write a new note field and Save note button in a project's timeline](../screenshots/notes-write-field.png)

## Editing a note

1. In the timeline, click the note's author line (or the time it was added).
2. In the **Edit note** dialog, edit the **Text**.
3. Click **Save note**.

The dialog also shows the note's **Project** and the read-only **Created at** date.

![The Edit note dialog with Project, Text and Created at fields](../screenshots/projects-notes-edit-modal.png)

## Pinning a note

Pinning keeps a note at the top of the timeline, above the other entries. To pin a note, click **Pin to top** on the note.

![A pinned note with the Pinned to top button, shown above the other timeline entries](../screenshots/projects-notes-timeline.png)

## Unpinning a note

To move a pinned note back to its normal position, click the **Pinned to top** button on the note. Its tooltip reads **Unpin from top**.

## Deleting a note

1. Open the note in the **Edit note** dialog.
2. Click **Delete note**.
3. Click **Confirm** to confirm.

Deleting a note is permanent and cannot be undone.
