Record notes

Capture working context on a record with formatted text, lists, links, media, and mentions.
3 min read · Reviewed

Use a record's Notes area to keep decisions, context, and working details beside the structured fields and views they explain.

Understand record notes

Notes are rich text attached to one record. Project, contractor, and facility records can show the notes editor near the top of the page, while structured fields and related views remain available around it.

A project record with its Notes editor outlined above the related views.
A project record with its Notes editor outlined above the related views.

Use notes for information that benefits from explanation or formatting. Use a field when the value needs to be filtered, sorted, grouped, calculated, or shown consistently across many records.

For example, keep a bid date in a Date field and use Notes to explain why the date changed.

Write a note

  1. Open the record.
  2. Select the Notes area.
  3. Enter your text.
  4. Click elsewhere when you're done.

Bidlo saves content automatically after you stop typing. Return to the record to continue editing the same note.

Format the note

Highlight text to open formatting controls. You can add emphasis, change block styles, or create a link.

Type / on an empty line to open the content menu. Available choices include:

  • headings and paragraphs;
  • bulleted, numbered, and checklist items;
  • callouts, quotes, dividers, and collapsible toggles;
  • tables;
  • images and file attachments;
  • bookmarks and videos; and
  • page mentions.

Continue typing after / to narrow the list, then choose the content type you want.

Mention another page

Use a page mention when the note should point to another Bidlo document without copying its contents.

  1. Place the cursor where the reference should appear.
  2. Type / and choose the page or mention option.
  3. Search for the document.
  4. Select the result.

The note displays a linked mention. Readers still need access to the mentioned document to open it.

Add media or a file

Choose the relevant option from the / menu:

  • Image opens a local image picker.
  • Bookmark saves a web address as a visual link.
  • Video embeds a supported video URL.
  • File attaches an uploaded file.

Use a short line of text before the media to explain why it's relevant. For project plans, specifications, and other source documents that teammates need to find independently, also consider the record's Files area.

Choose Notes, a field, or a view

Use this rule of thumb:

  • Choose Notes for narrative context and formatted working content.
  • Choose a field for one consistent value that should travel with every record.
  • Choose a view to compare, filter, group, or summarize records from a collection.

The three surfaces complement each other. A project can use fields for bid status, Notes for the review narrative, and an Items table for related work.

FAQs

When should I use Notes instead of a field?

Use Notes for narrative context, decisions, and working details. Use a field when the value should be structured, filtered, sorted, grouped, or reported across records.

Can everyone who opens the note follow a mentioned page?

Only if they already have access to that page. A mention creates a link; it does not grant permission.