Notes in Pronnel provide a powerful way to capture, organize, and collaborate on information across your workspace. You can create notes at the board level, keep personal notes private, or add notes directly within individual items. Notes support rich formatting, embedded media, widgets, and AI-powered assistance. Additionally, you can even create new items directly from your notes, making it easy to turn ideas into actionable tasks. This guide walks you through using Notes in different contexts, embedding content, managing access, and maximizing their collaborative potential.
Pronnel Notes are versatile tools for capturing knowledge, documenting processes, and collaborating with your team. With features like rich-text formatting, AI-powered writing, embedded media, version control, and collaborative editing, they adapt to a wide range of use cases. Depending on where a note is created—Board, Item, or Personal—it determines how it connects to your workflow and who can access it.
Created from a board’s Notes view, Board Notes are automatically tied to that specific board. They serve as a collaborative documentation space for all board members—provided the Notes view is shared with them. To begin using Board Notes, ensure the view is added as a “Notes” type in your board.
Use Cases: SOPs, project documentation, onboarding guides, meeting agendas.
Item Notes are created directly within an individual item—such as a lead, task, contact, or support ticket. These notes are automatically linked to both the item and its parent board, ensuring all relevant context is preserved. To create one, open the desired item, click the Note button to view existing notes, or use the Add Note option to create a new one in the built-in editor.
Use Cases: Internal updates, client feedback, support logs, interview evaluations.
Personal Notes are private by default and aren’t initially linked to any board or item. These are perfect for planning, drafting, or ideation. You can later share them with others or connect them to relevant boards and items. To create one, click the nine-dot menu on the bottom bar, select Notes, and begin writing.
Use Cases: Brainstorming, early drafts, personal task lists, creative writing.
The editor supports:
Each note contains useful metadata, accessible by clicking the Info icon in the top-right corner:
Notes are private to their creator by default—even in shared Notes views. To share or manage access:
Note: If a user is removed from a board, they will automatically lose access to notes shared via that board.
Pronnel Notes support advanced content types beyond basic text. Use these features to create dynamic, structured, and highly informative notes.
Use the “/” command in the editor to access all these options quickly.
Well done! You've now learned how to create, organize, and collaborate using Notes in Pronnel Boards. Notes offer a powerful way for teams to capture ideas, track discussions, and stay aligned—all in real time. With features like advanced editing, item linking, sharing controls, and version history, Notes become a central hub for team communication. Keep exploring and using these tools to boost collaboration and streamline your workflows across projects.
Notes in Pronnel Boards are collaborative, real-time documents that allow team members to capture discussion points, ideas, and important information within the context of a board. These notes can be easily shared, edited, and connected to other board items for streamlined collaboration.
To create a new note, navigate to the Notes view of your board. Click on the + Add button, and a new note will be created with the default title "Untitled Note." You can then rename the note's title and start typing your content in the rich-text editor.
By default, notes are private to the creator. However, you can share a note with specific board members or all users with access to the board. If shared with all board users, it will automatically update for new members when they join the board.
Click the three-dot menu on the note card to open sharing options. You can share the note via email, with specific users, or provide a link to share with others who have access to the board.
The "Info" icon in the top right corner of the note displays metadata, including the note's creation date, the person who created it, last updated date, and who last updated it. It also provides access to version history for restoring previous versions of the note.
Yes! The rich-text editor in Pronnel Notes supports basic formatting such as bold, italic, underline, bulleted lists, numbered lists, and more. You can also use the “/” command to access additional advanced formatting options.
Once a note is created, you can link it to specific board items for context. This allows team members to quickly reference relevant information and connect discussions directly to action items or tasks.
Pronnel automatically saves versions of your notes. You can view the version history and even restore previous versions if necessary. This feature helps track changes over time and ensures that important information is preserved.
To delete a note, click on the three-dot menu in the top right corner of the note card and select the Delete option. Be cautious, as deleting a note is permanent and cannot be undone.
Yes, by default, notes are private to the creator. However, you can change the visibility settings to share them with specific team members or all users on the board, depending on your needs.
Yes, you can open a note in a new tab for a full-screen view. Simply click on the three-dot menu on the note card and select Open in New Tab to view it separately.