Overview

My Notes is a multi-tab markdown note-taking screen built for software teams. Each tab holds an independent note that is auto-saved to the server on every keystroke. Open as many notes simultaneously as you need — meeting minutes in one tab, a design spec in another, and a feature brainstorm in a third.

Tab Management

Tabs are the core navigation structure of My Notes. You can open, name, reorder, and close them freely.

Creating a New Note

Click the "+" button at the right end of the tab bar. A new tab appears immediately with a default name of Note. If a tab named Note already exists, the new tab is automatically named Note 2, then Note 3, and so on — ensuring every tab has a unique, distinguishable title.

Renaming a Note

Double-click any tab label to enter rename mode. Type the new name and press Enter to confirm, or Escape to cancel. Rename does not enforce uniqueness — if you intentionally want two tabs with the same name you can rename them manually (though this is discouraged for clarity).

Reordering Tabs

Drag any tab left or right to reorder it within the tab bar. The order is persisted to the server and will be the same the next time you open My Notes.

Closing a Tab

Hover over a tab to reveal the × close button. If the note has unsaved changes (which should be rare given autosave), a confirmation prompt appears. Closing a tab removes it from the tab bar but does not delete the note from the server — it will reappear if you navigate to My Notes again (notes persist until explicitly deleted).

Editing

My Notes uses a simple, distraction-free text area with full markdown support.

Tab Icon Mode

Like all tabbed PM screens, My Notes respects the global Project Tab Style setting from Settings → Appearance.

• Text only (default): each tab shows only the note title.
• Icon + Text: a small FileText icon appears before the title in every tab. The icon is active-blue on the selected tab and muted on inactive tabs.

This setting is shared across all PM tabbed screens (Kanban, Timeline, My Notes). Changing it in Settings updates all of them simultaneously.

Project Linking

Notes can be linked to a project so they appear in that project's related documents list in My Projects. This makes meeting notes and design specs discoverable from the project context without searching.

How to Link a Note

1. Open the note you want to link.
2. Click the ⋮ (more options) button in the note toolbar.
3. Select Link to Project.
4. A modal lists all your projects. Click one to link the note, or click No Project to clear an existing link.

Once linked, the project name appears as a badge below the tab title:

Project Alpha

Unlinking

Open Link to Project again and select No Project. The badge disappears and the note reverts to being standalone.

AI Assistant

The AI assistant in My Notes is context-aware — it reads either the currently active note or all your notes (depending on your question) to give relevant answers.

Opening the Assistant

Click the vertical "AI Assistant" tab anchored to the right edge of the screen. The panel width is configurable in Settings → AI Assistant → Panel Width (small / medium / large).

What You Can Ask

• "Summarise this note in three bullet points"
• "Extract all action items from this note as a checklist"
• "Draft a meeting agenda based on the topics in this note"
• "Which notes mention the authentication feature?"
• "Rewrite the key decisions section in a more formal tone"
• "Convert this note into a JIRA-style ticket description"

Persistence

All notes are stored server-side at /api/data/my-notes — never in the browser's localStorage. This means:

• Your notes survive browser cache clears, private browsing sessions, and device switches.
• Notes are tied to your user account, not the browser profile.
• The server stores notes as a JSON file — included in any server backup.
• Export all notes via the Export button in the screen header to download a JSON snapshot for offline backup.

Frequently Asked Questions