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Using the Notes card

Adding, replying to, pinning, and privatizing notes on a candidate profile.

Written by Amogh Balikai

The Notes card shows every note added to a profile, with full interaction support: reply to a note, delete it, pin it, or mark it private.

Steps to add a note: use the "Add note" entry point, available from the bottom left of the profile at all times, type your note, and save.

@mentions: you can mention a teammate directly in a note to loop them in with context already attached.

Privacy: marking a note private restricts its visibility according to your account's note privacy rules.

Things to know:

  • Notes can be pinned to stay visible at the top regardless of when they were added.

  • Replying to a note keeps the conversation threaded rather than creating a separate note.

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