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Docs/Notes

Notes

Notes & scratchpad

Shared notes is a freely arranged note board. Notes can contain text, tasks, and attachments and can also be assigned to a project or individual chats.

1 min readUpdated: October 2026
Shared notes with fictional sample content. Captured in an isolated Metis test instance with fictional sample data (October 2026).
Shared notes with fictional sample content

Shared notes with fictional sample content. Captured in an isolated Metis test instance with fictional sample data (October 2026).

Step by step

  1. 01

    Open Shared notes and create a note with New note.

  2. 02

    Edit its title, Markdown content, color, and size.

  3. 03

    Add to-dos or attachments using the note's actions.

  4. 04

    Pin the note to all or selected chats if needed.

Notes board

  • Move notes
  • Resize
  • Zoom
  • Fit all
  • Arrange
  • Reload

Search notes

  • Search notes and locate matches on the board

New note

  • Title
  • Content
  • Color
  • Edit and save

Note attachments

  • Add files
  • Attach images or files
  • Previews
  • Upload

Scratchpad

  • Drop or paste files and images
  • Add scratchpad files

Note to-dos

  • Add tasks
  • Edit
  • Check off
  • Delete

Pin notes to chats

  • Pin everywhere
  • Select individual chats
  • Search
  • Select/Deselect all

Assign note to project

  • Project assignment
  • No project
  • Shared and project-specific notes

Synchronization conflicts

  • Retry
  • Keep local
  • Use server

Delete / Unpin shared note

  • Confirmation
  • Deleting and unpinning have different effects

Good to know

  • Arrange organizes the board; Fit all notes adjusts the visible area.
  • Scratchpad accepts pasted or dropped images and files.
  • For synchronization conflicts, Keep local and Use server select the local or saved version.

Troubleshooting

If a note is missing, check search, project assignment, and the visible board area. Reload notes loads the saved state again.

Troubleshooting guide
PreviousTeam overviewNextSkills
Back to homepageReport an issue

On this page

Step by stepNotes boardSearch notesNew noteNote attachmentsScratchpadNote to-dosPin notes to chatsAssign note to projectSynchronization conflictsDelete / Unpin shared noteGood to knowTroubleshooting
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Documentation
Overview
Getting started
QuickstartChoose an installationWhat is Metis?Accounts and initial setupConnect your first providerYour first taskSign inInstall on LinuxInstall on macOSInstall on Windows
Chat & context
Navigation & chatsCompose messagesResponses & tool callsAnswer questionsApprove actionsSearch & quick actions
Workspace
Agent overviewCanvasPlansMemoryFilesTerminalBrowserDesktopsServer monitorArrange the workspaceExport workspaces
Projects & teams
Create a projectProject overviewChat visibilityProject picture, color, and iconProject instructionsProject memoryProject skillsProject filesProject notesAgent model defaultLet agents manage the teamMembers & invitationsAgent teamsTeam presetsTeam overview
Notes
Notes & scratchpad
Agent Hub
SkillsConnections / MCPsCustom modes & rulesGlobal agent rules
Settings
GeneralModels — ConnectionsAgent — Runtime & memoryDevices — Remote clientsAdmin / ChatsUpdatesSearch settingsAttachments and file sizeSubagent modelToken compressionPreview compressionSounds and notificationsNotification deliverySet up voice inputChoose a microphoneRecording and streamingDictionaryConfigure the browser previewManage website dataWebsite and source code
Models & providers
AgentDeep ResearchPlanAskGauntletCursorOpenAIAnthropicGoogle GeminixAI / GrokOpenRouterOllama / LocalOpenAI-compatibleOpenAI CodexClaude CodeGoogle AntigravityGrok BuildOpenCodeModel options
Account & sharing
ProfileNotificationsUsage & costsShare chatsPublic shares
Guides & operations
Charts, graphs & mediaAutomationsOperate your installationTroubleshootingSet up a complete projectWork on a connected PCResearch and produce a reportGlossary and scopes

Popular starting points

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