Overview
Well‑structured notes make it easy for any team member to understand client history at a glance.
Recommendations
Be concise: capture only the key facts or decisions.
Date and author: always let the system auto‑stamp; avoid manual dates.
Action items: prefix tasks with “TODO:” so they stand out in later reviews.
Consistent style: choose a format (headings, bullets) and stick with it.
Tips
Schedule a weekly review of notes to follow up on open action items.
Archive or delete notes that are no longer relevant after a project closes.