The job of this console
Park a reminder, check it off, and promote it to a work item the moment it is real delivery. Do not run the project from notes.
Project · Personal Productivity
Notes
Capture lightweight tasks and reminders without leaving project workflows.
Quick-capture notes and personal team reminders integrated with the workspace.
Light reminders
Personal to-dos that must not become the plan
Notes (todo list) captures lightweight tasks and reminders without leaving project workflows. They are personal productivity, not Task or TaskActivity.
Projects · Notes / todo
Route
/project/todolist
Any project user
Seat at the table
Individuals. PMs should not assign notes as if they were tasks.
The working rhythm
Add a note, complete it, or convert thinking into a task on the project.
Moments that bring you here
A personal checklist before standup. A reminder to email a client. When the board is too heavy for a one-line memory.
ⓘ
Not a work item
Hours, capacity, and timesheet do not read notes. Use TaskActivity for work that counts.
Overview
Notes is a fast utility for personal reminders and lightweight follow-ups adjacent to formal deliverables.
Screen layout
Body: Notes list grouped by completion state.
Actions: Create/edit notes via Lux editor modal; toggle completion.
Header & filters
Simple text filtering and status grouping are the primary controls.
Summary & charts
No heavy chart strip; emphasis is quick capture and retrieval.
Main content & actions
Use the icon rail note overlay for capture from any screen and manage full list on Notes page.
Complete feature list
Every control, panel, and workflow on this screen.
- ✓Luxury UI shellEmerald-themed glass cards, sticky gradient header, module sidebar, and responsive layout.
- ✓Documentation searchHeader search indexes all guide pages (docs site).
- ✓Notes listPersonal and shared notes.
- ✓CREATE noteRich text note with tags.
- ✓Pin / archiveOrganize active notes.
- ✓Link to projectAssociate note with delivery context.
Before you start
💡
Decision log
Shared note titled 'Decision log' pinned on project kickoff.
📝
PII
Do not store credentials or personal data in notes — use secrets vault.
Who uses this screen
Team members capturing personal and shared notes — rich text, tags, project links, pin and archive for knowledge retention.
ℹ️
Knowledge capture
Use notes for working context; use feedback for formal client ratings — different purposes.
Key concepts
Notes list
Personal and shared notes with tags and project links.
CREATE note
Rich text editor with @mentions if enabled.
Pin / archive
Keep active notes top; archive done topics.
Project link
Associate note with delivery context for search.
Tags
Cross-cut notes beyond project hierarchy.
Permissions
| Role | Access on this screen |
|---|---|
| Individual contributor | Personal notes; shared notes on member projects. |
| Project manager | Shared team notes; pin kickoff/decision logs. |
| All project members | View shared notes on joined projects. |
| Non-member | No access to project-linked shared notes. |
📝
Administrator override
Org administrators and service accounts configured in the Admin console may bypass row-level scopes shown above. When in doubt, confirm access with your Tracopus administrator.
Controls reference
| Control | Description | Notes |
|---|---|---|
| CREATE note | New rich text note. | Mark shared if team-visible. |
| Pin | Stick to top of list. | Per-user pins. |
| Archive | Hide without delete. | Recoverable. |
| Project link | Searchable association. | Optional. |
| Tags | Freeform or preset. | Filter by tag. |
| Search | Full text in notes. | Header search includes notes. |
| Edit / delete | Owner or PM on shared. | Audit may log deletes. |
Common mistakes
⚠️
Client secrets in shared notes
Shared visible to all project members — use file-manager restricted folders for sensitive docs.
⚠️
Notes instead of taskboard
Action items belong on tasks — notes for decisions and context.
⚠️
Never archiving
List clutter — archive after milestone decision logged elsewhere.
FAQ
Notes vs chat?
Notes = persistent knowledge; chat = ephemeral conversation — link note from chat for decisions.
Do notes appear in global search?
Yes — project/search.html indexes note titles and body.
Markdown support?
Rich text editor — markdown paste varies by version.
Mobile notes?
Limited mobile — use web for long edits.
Workflows
- Create quick note.
- Update status as work progresses.
- Promote complex notes into formal deliverables when needed.
Tips & best practices
Tip: Notes are best for reminders; use Deliverables/Work Items for trackable delivery commitments.
More guidance
💡
Remember
Personal and shared notes with tags and project links.
ℹ️
Notes vs chat?
Notes = persistent knowledge; chat = ephemeral conversation — link note from chat for decisions.