Notes
The Notes tab in My Desk gives you a dedicated notepad that lives alongside the AI Assistant. Capture ideas, draft outlines, build checklists, or store reference material — all without leaving your conversation.
Rich text editing
Notes support a full set of formatting options:
- Text formatting — bold, italic, underline, strikethrough, headings.
- Tables — add structured data, comparison charts, or simple grids.
- Task lists — create checkbox-based to-do lists to track action items.
- Code blocks — store code snippets, API references, or structured data.
Priority badges
Tag any note with a priority badge to surface what matters most. Badges provide a visual indicator when scanning your notes list so urgent items stand out immediately.
Cross-referencing
Link a note to a specific Matter or Chat to keep context connected. When you revisit that Matter or Chat later, the linked notes are easy to find, giving you a continuous thread of your thinking across sessions.
Managing notes
| Action | How |
|---|---|
| Search | Use the search bar at the top of the Notes tab to find notes by keyword. |
| Filter | Filter notes by priority badge, linked Matter, or date range. |
| Sort | Sort by date created, date modified, or priority. |
| Pin | Pin important notes to the top of the list for quick access. |
| Archive | Archive notes you no longer need in your active list. Archived notes remain searchable. |
Tip: Pin your most-used reference notes — such as standard clause language or jurisdiction checklists — so they are always at the top of your Notes tab.
Need help?
Contact our support team at info@iqidis.ai for assistance.