Overview:
Highlight critical insights by pinning them to the top of the Notes list, and organize with tags or categories.

Steps:

In the Notes tab, hover over the note you want to pin.
Click the pin icon to keep it at the top.
To add a category or tag, click the Tag icon on the note and select or create a tag (e.g., “Urgent,” “Legal”).
Use the Filter dropdown to view only pinned or tagged notes.

Tips & Best Practices:

Troubleshooting / FAQs:

Cannot unpin a note: You must have “Edit Notes” permission; hover and click the pin icon again.
Tags not saving: Check that the tag exists and that you have “Manage Tags” rights.