Create, sort, and filter notes in

Select the Notes tab to view all notes, regardless of who created them. You can create, sort, and filter notes in when working with events, tasks, and cases.

Create a note

To create a note, follow these steps:

1. Navigate to an event, task, or case in .
2. Select the Notes tab.
3. Enter a title and body text for your note.
4. (Optional) Select the paper clip icon ( ) to add an attachment. You can upload a new attachment of up to 20 MB. To upload a larger attachment, first upload it using the Files tab. You can then add the larger file to the note as an existing file, using the paper clip icon.
5. (Optional) Select the image icon ( ) to add a new or existing image of up to 2 MB. Supported image file types added through the image icon include JPG, JPEG, PNG, GIF, BMP, and ICO. Alternatively, copy an image or screenshot and paste the JPG or PNG file directly into the note. Images added either with the image icon or by pasting appear inline in the body of the note after you save the note.
6. Select Save.

To edit, delete, or mark a note as evidence, select the more icon . After your note is marked as evidence, it appears in the Evidence tab.

Sort and filter notes

To filter notes by the type of note, use the drop-down list in the Show field to select Task Notes, General Notes, or Artifact Notes.

To sort notes by recency, use the drop-down list in the Sort field to select Newest or Oldest.

Using Markdown in notes

You can include all Markdown elements within notes, including those common Markdown elements listed here. For details, see the Help section of the CommonMark website.

• block quotes
• code blocks
• headings
• inline images
• lists: ordered and unordered
• tables
• text formatting: bold, italic, and strikethrough