Notes

Your personal space to capture and store anything you want to refer back to later.

Notes is your personal space to capture and store anything you want to refer back to later — from meeting notes and ideas to decisions, reminders, or your own working thoughts. Notes are available to everyone with a Trellis account, private to you, and available from any workspace you're a member of.

You can create as many notes as you need, helping your project record stay organised and easy to revisit as work progresses.

The Notes page with a list of saved notes. — Your Notes page with all your saved notes in one place.

Formatting your notes

To format your note, type / to open the formatting menu. From there, you can:

Change the text hierarchy with headings and subheadings
Add bullet points, numbered lists, or checklists to organise information clearly
Insert quotes, dividers, or code blocks when you need to separate or highlight specific content

A single note open with formatting applied. — A single note with the / formatting menu open.

Tip

Your notes save automatically as you type, so you never have to remember to hit save.

Notes are searchable by title only, not by the content inside them. To make notes easier to find later, give each one a clear, memorable title that reflects what the note is about.

Who can do what

Action	Owner	Admin	Editor	Member	Contributor	Viewer
Access the Notes page
Create, edit, format, and search your own notes
Delete your own notes

Notes is available to everyone with a Trellis account, regardless of workspace role. Your notes are personal to you — they're only ever visible to you and follow you across every workspace you're a member of. There's no role-based gating here since there's nothing shared to restrict.