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Create and Organize Notes

Notes keep longer-form context close to the work without forcing it into a card description or comment thread.

Kanera Notes with a page tree and focused editor.

Open notes​

Open a workspace and select Notes in its sidebar section. Boards can also expose notes in board context.

Notes have two scopes:

ScopeWho it is for
My notesPersonal material associated with your account.
TeamShared workspace material for people with access.

Create a note​

  1. Open Notes.
  2. Choose My notes or Team.
  3. Select New note.
  4. Replace the default title.
  5. Add the note content.

Changes are saved as you work. When Kanera is offline, editing is paused to avoid conflicting updates.

Organize notes​

Use the note tree to create parent and child notes. This works well for structures such as:

  • A project brief with research and decision subpages.
  • A client area with meeting notes beneath it.
  • A team handbook with one note per practice.

You can move notes in the tree, duplicate a note, or delete material that is no longer needed. Check the target scope and parent before moving shared information.

Add people and files​

The editor supports member mentions and attachments. You can add an attachment with the upload control, drag a file into the editor, or paste a supported image.

Use Comments and Mentions when the discussion belongs to a card. Use a team note when the material should remain useful beyond one task.

Troubleshooting​

ProblemWhat to check
Editing is unavailableCheck the connection indicator. Note changes pause while Kanera is offline.
A team note is missingConfirm that you are in the correct workspace and Team scope.
A personal note is missingSwitch to My notes and confirm that you are signed in with the same account.
An upload failsCheck the file type, file-size limit, and organisation storage allowance.