Formatting Notes & Mentioning Team Members

Overview
Use rich‑text formatting and @mentions to make notes clearer and drive collaboration.

Steps

1. When adding or editing a note, highlight text to apply bold, italic, or • bullet points.

2. To mention someone, type @ and select their name from the dropdown.

3. Click Save; mentioned users receive a notification.

Tips

• Limit mentions to those who need to act on the note.

• Use headings (e.g. “## Follow‑Up Items”) for longer notes.