Notes Tab in Board Cards: Comments, Mentions & File Uploads
🗒️ Notes Tab in Board Cards: Comments, Mentions & File Uploads
Overview
The Notes Tab in each board card allows team members to leave comments, tag users, and upload files or documents. It's a central place for ongoing communication, feedback, and updates related to that specific card — keeping everyone on the same page.
🎯 Why Use the Notes Tab?
Use the Notes Tab to:
- Keep a running comment history for the card
- Collaborate across departments and roles in real time
- Upload and store contextual files or photos
- Use @mentions to notify and involve the right people
- Record updates that don’t belong in structured fields
🧩 How It Works
- Open any board card
- Click the “Notes” tab at the top
- Type your message in the comment box
- (Optional) Use @username to tag a teammate
- (Optional) Click the paperclip icon to upload a file or image
- Hit Submit to post
✅ Notes are displayed in chronological order, creating a running log of all comments and uploads on the card.
👥 Using @Mentions
Type @ and begin typing a name to tag someone:
@emily@foreman
The mentioned user will receive a notification and can click straight into the card.
📎 Uploading Files in Notes
Click the file upload icon in the Notes tab:
- Upload images, PDFs, spreadsheets, or any file you need
- Files will also appear in the card’s Attachments Tab
✅ Example Use Case
- A PM writes: “@Estimator Please review this request by Thursday.”
- They upload a PDF proposal as reference
- The estimator is notified, opens the card, and replies in the same Notes thread
- The team maintains a clear, time-stamped log of the conversation
🧠 Tips & Edge Cases
- Notes are not editable or deletable — they serve as a permanent record
- Attachments in notes are automatically included in the Attachments Tab
- Mentioning users is often faster than assigning a task or sending an email
- Ideal for quick updates, clarification requests, and approvals