Take notes on your records - Relaticle  

    [Tasks & notes](https://relaticle.com/help/tasks-and-notes)

 Take notes on your records 
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Capture meeting notes and context in rich text, attached to the companies and people they're about.

 Updated August 13, 2026

 A note is where the context lives: meeting minutes, call summaries, the paragraph of background that doesn't fit in any field. Notes have a title, a rich-text **Body**, and links to the records they're about.

[](#create-a-note "Permalink")Create a note
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- From the **Notes** list, click **New note**, write, and link **Companies**and **People** as you go.
- From a company, person, or opportunity page, use the **Notes** tab — the note is created already attached to that record. Companies and opportunities can also **Attach** an existing note there.

One note can sit on several records at once — attach the kickoff-meeting note to the company *and* the two people who were in the room. Detaching it from one record doesn't remove it from the others, and the note itself lives on in the Notes list either way.

[](#find-notes-again "Permalink")Find notes again
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The **Notes** list shows every note with its linked companies and people as clickable columns. Notes are searchable from the sidebar search by title, the AI assistant reads them when you ask about a record, and each record's **Notes** tab is the running history for that account.

 [  Edit this page on GitHub ](https://github.com/Relaticle/relaticle/edit/main/packages/Documentation/resources/content/help/tasks-and-notes/take-notes-on-your-records.md) [  Ask a question in Discord ](https://relaticle.com/discord)