> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.usecollect.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# What are notes and how to add a note to a request?

**Notes** are internal-only comments that can be added to any request inside a campaign. They’re ideal for keeping track of internal feedback, sharing context with teammates, or leaving reminders for yourself — all without exposing anything to your clients.

## What are notes used for

Notes help you:
* Record observations while reviewing a request
* Flag issues or action items for your team
* Document decisions for future reference
* Keep internal communication organized

||| Important: Notes are not visible to clients. They’re for internal use only and visible to any teammate with access to the campaign.
 
## How to add a note to a request

To add a note:
1. Open your campaign and select the request you want to work on.  
2. Click the **Actions** button (top right of the request panel). 
3. Choose **Add note** from the dropdown menu.    
4. A dialog box will appear with a **rich text editor**.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/7/9/2/b792c5fa3ea2e00/add-note-menu_m6yynk.jpg)

Use the editor to write and format your note. You can:
* Add **bold or italic text** 
* Create **bullet points or numbered lists**    
* Insert **links**    
* Use **headings** to organize longer notes

![](https://storage.crisp.chat/users/helpdesk/website/-/b/7/9/2/b792c5fa3ea2e00/add-a-note_1jpi2ef.jpg)

Once you're done, click **Save note** to attach it to the request.

## Viewing and managing notes

After saving, the note will appear in the **Notes** tab within the request panel.

From this tab, you can:
* View all notes added to the request    
* **Edit** or **delete** any note using the action buttons next to each one

![](https://storage.crisp.chat/users/helpdesk/website/-/b/7/9/2/b792c5fa3ea2e00/note-tab_1awbd1m.jpg)
||| Notes are shared across your team, so anyone with access to the campaign can see and update them.

Using notes ensures your team stays aligned — with important context stored directly where it’s needed.