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Notes

  • Updated

Creating a Note

On Mac and Web

  1. Open a card and click Add Note or hit H

Alternatively,

  1. Hit N while hovering over someone in Home, Search, or a Group

Or,

  1. Click Add at the bottom left or type P
  2. Search for and select someone

 

On iOS

  1. Tap Add in the Tab bar

Alternatively,

  1. Open a card and tap Note in the Action menu

Alternatively,

  1. Swipe left on a card in Home or Search and tap Add Note

🌟 Pro Tip: There are two other ways to create notes within iOS—tap Dictate to use Clay's smart voice-to-text software which adds punctuation and recognizes names or tap Scan to gather all the text from a business card, handwritten note, etc.

🌟 Pro Tip: You can add a note from your iOS lock screen by holding down a pre-meeting notification until a popup appears.

 

Editing or Removing a Note

On Mac and Web

  1. Open a card and highlight a note
  2. Click on it to edit or click Delete 

Or, 

  1. Open Notes under Collections
  2. Click on the note you'd like to edit or click Delete

On iOS

  1. Open a card and select a note
  2. Tap Edit or Delete

 

Searching your Notes

On Mac and Web

  1. Select Search at the top right or Command Bar at the bottom left (or type / or K)

On iOS

  1. Tap Search in the Tab bar

 

Viewing your Notes

You can view notes on individual cards or look at all the notes you've taken ordered by recency. 

On Mac and Web

  1. Click on Notes under Collection in the sidebar or hit G then N

On iOS

  1. Tap Collections in the Tab bar
  2. Select Notes

 

Keyboard Shortcuts

G then N to open the Notes Collection

G then H to open the Reminders Collection

N to create a new note from anywhere within the app

In a card

N to create a new note

E to edit the highlighted note 

# to delete the highlighted note

F to find something within the card

Have questions or comments?

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