The Notebook is where your personal notes live. Everything here is private to you by default. You can search across your notes, edit or organize them, and permanently delete items when you’re done.
Notes can be linked to a meeting or document - without cluttering your private workspace.
What you can do here
Create personal notes for ideas, prep, and follow-ups
Read & edit in a focused list with detailed context on every note
Search & filter by text, tag, date, or link (meeting/document)
Delete with a Trash and retention window
Create a personal note
From Notebook
Click New Note
Write your content.
From documents
Open any file from Documents or from a meeting’s Board Papers section
From a document highlight or click Add note, choose Save to keep a private copy.
Read & edit notes
Simply click on any note to view and read it.
All notes are linked back to source material and also contain historical context - key linkages to old documents or notes so you don't have to feel deja vu "did I raise that before".
Edit or share notes in the same view for easy collaboration.
Search & filter
Use the search bar to find notes by keywords or phrases. Narrow results with filters:
Type: e.g.,
question,decisionTopic: The topic contained in the note e.g.,
finance,operationsMonth: created range
Delete notes
You can delete one or multiple notes by clicking into one note or selecting the entire month.
Once deleted they are permanently deleted and there is no history of the note.
Privacy & visibility
Private by default: Notes in Notebook are visible only to you.
When linking: If you link a note to a meeting or document, no one else can see that.
Deletion: Any note deletes are permanent and irreversible.
Up next
See how you can leverage Janet to run analysis, create graphs and more.