Notes

Notes are part of active work in Pipeline.

Where Notes Live

Open a Pipeline tender and use the Notes tab.

You can create notes directly from the panel and keep context attached to the tender.

Note Visibility

When adding a note, choose whether it should be shared with the team.

Use this to separate:

• personal observations
• team-facing updates

What to Capture

Use notes for information that helps decision-making, for example:

• key risks
• bid/no-bid reasoning
• assignment decisions
• meeting outcomes
• follow-up reminders

Notes and Tasks Together

The Notes area also includes task/checklist management, so planning and written context stay in one place.

Activity Context

Use the Activity tab next to Notes to see what changed over time.