Rich-text notes
Connected to the same project, people, permissions, and AI context.
Productivity
Notes you can turn into tasks
Write rich-text notes, label and search them, link them to customers and turn them into tasks or tickets.
Unified Organization & Productivity
Labels, search and CSV
Connected to the same project, people, permissions, and AI context.
Linked to people and customers
Connected to the same project, people, permissions, and AI context.
Turn a note into a task or ticket
Connected to the same project, people, permissions, and AI context.
Tell Atty what to note down and it drafts the note, or ask it to turn a note into a task or a ticket. Atty can also find and read your notes. Every change waits for your approval.
Connected to the same project, people, permissions, and AI context.
Working guide
A shared notes app keeps written notes in one workspace, so the people who need them can find, read and assign them. In Attain OS, Notes are rich-text pages that you can label, search, pin, link to a customer and turn into a task or ticket. Shared notes work best as short, findable records, because the app has no folders, databases, comments or live co-editing.
What people search
Shared notes app: 720 average monthly searches.Google Ads Keyword Planner · 2026-10-09 · United States
Workflow map
From a meeting to the work it creates
| Job | App | What it does here |
|---|---|---|
| Capture the minutes | Notes | Write the notes in the rich-text editor, add an image where it helps, and label the note with its topic. Pin the notes the team opens most, so they stay at the top of the list. Put decisions near the start, so a reader finds them without scrolling. |
| Turn an action into a task | Tasks | Convert a note into a pre-filled task, and review the draft before it is saved. The task holds the steps and the owner, while the note keeps the discussion behind them. Convert one action at a time, so each task has a clear finish. |
| Escalate a problem to a ticket | Work Board | Convert a note into a Work Board ticket when it describes a problem to solve. The ticket carries the statuses, priorities and assignees the problem needs, and the note remains the record of the original discussion. |
| Connect a note to a customer | Customer Management | Link the note to the customer it concerns, and it appears on that customer's page with their tasks and cases. Use the link for call notes and meeting notes that belong to one account, and leave general team notes unlinked. |
| Share a note outside the team | Sharing Hub | Create a public link when someone outside the team needs to read a note. The link is read-only, and the Sharing Hub shows its total views. Turn it off when the reader no longer needs the note. |
In practice
A week of notes that people can find
Monday · write the minutes
After the planning call, write the minutes into a note labeled with the project name. List the decisions first, then the open questions with the person who owns each one. Pin the note if the whole team needs it during the week.
NotesTuesday · pull actions into tasks
Open the minutes and convert each action into a task with a checklist. Assign the task to the person who will do it, and review the draft before you save it. The note keeps the discussion, so the task stays a short list of steps.
TasksWednesday · link to an account
A supplier call concerns one customer account. Link the note to that customer, so its call notes appear beside their tasks and cases. A colleague who opens the customer later can read the discussion without asking around.
Customer ManagementThursday · search for a decision
A teammate needs the price agreed last month. Search for the supplier's name, then filter by the label for purchasing to narrow the results. Open the note and read the decision in its own words.
Friday · archive what is finished
Archive notes for meetings that are over, so the current ones stay in view. Archived notes can be shown again whenever someone needs them, so nothing is deleted. Check the pinned notes so that only what the team needs stays at the top.
Notes
Start here
Records and references that pair with notes
Meeting minutes
Structure the minutes so each decision and open question has a place before you write them.
Decision log
Decide whether a meeting decision belongs in a dated log entry or stays in the minutes note.
Internal wiki page
Make a single reference page for knowledge the team reads more than it edits; keep running records in Notes.
Sprint retrospective survey
Collect the team's view before the retrospective, then write only the agreed changes into a note.
Mistakes to avoid
Three ways shared notes go astray
Treating notes as a wiki
Notes have no folders, databases or wiki pages, so a long list becomes hard to browse. Use labels to group notes, and move reference material that needs a stable structure to a wiki page or a document.
Expecting two people to write at once
Notes do not support co-editing, and the last save wins. If two people change the same note, one set of changes can be lost. Agree who writes the note during a meeting, and send additions to that person.
Leaving a note without an owner
A note with action items but no assignee is easy to miss. Assign the note to the person who owns the follow-up, or convert each item into a task with its own owner. Once a week, use the assignee filter to find notes nobody has picked up.
Working checklist
Before a note becomes a record
When you write
- Title the note with its topic and date.
- Label it so people can filter it later.
- Link it to a customer when it concerns one.
When it leads to work
- Convert each action into a task with one owner.
- Review the draft before you save a converted task or ticket.
- Archive the note once the meeting is over and the work is recorded.
What this agreement means
What Notes gives your team
- Notes are rich-text pages with images, pinning and archiving.
- Labels filter the list, and search looks through note titles and text.
- A note can be linked to a customer, assigned to people, given a due date or set to repeat.
- A note can become a pre-filled task or Work Board ticket, and you review the draft before it is saved.
- Notes can be imported and exported as CSV, and a note can be shared by public link.
Feature evidence: the note type, the note editor, the note conversion services and the CSV import and export modal. Notes have no folders, databases, comments or co-editing, and the last save wins.
Frequently asked questions
What is a shared notes app good for?
It suits meeting minutes, call notes and short instructions that a few people need to find. Give each note a clear title and a label, and link it to a customer when it concerns one. Treat it as a practical record for a team, not as a knowledge base with folders and databases.
Is this a meeting notes app?
It works for meeting notes. Write them in the editor, label them by meeting, pin them if the team needs them, and assign the follow-up items. Notes are typed or pasted; voice notes are saved in Saves, not in Notes.
How is a note different from a general note taking app?
Many note-taking apps are built around personal pages. Notes here is part of a team workspace, so labels, assignees and customer links are shared, and a note can become a task or a ticket. If you only need private scratch pages, a simpler app may suit you better.
Can two people edit one note at the same time?
Not in real time. Notes do not support co-editing, so if two people save changes to the same note, the last save wins. Give each note one writer during a meeting and send additions to that person.
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