---
title: How to use the Notes
description: Add and manage Notes in the TWAICE platform to document events, share context and collaborate with your team.
---

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# How to use the Notes

## Learn how to create, tag and get notified about Notes so your team can document insights and collaborate directly in the platform.

**On this page**

- [Using the Notes Feature](https://support.twaice.com/knowledge/how-to-use-the-notes#h_a2fe3edea7)
- [Creating Notes](https://support.twaice.com/knowledge/how-to-use-the-notes#h_b6ecc5b810)
- [New Note Notifications](https://support.twaice.com/knowledge/how-to-use-the-notes#h_89390e0608)
- [Tagging Notes](https://support.twaice.com/knowledge/how-to-use-the-notes#h_a9725e208c)
- [Filtering Notes](https://support.twaice.com/knowledge/how-to-use-the-notes#h_449bbe91da)
- [Mentions and Personal Highlights](https://support.twaice.com/knowledge/how-to-use-the-notes#h_e165ba5630)
- [Smart Links](https://support.twaice.com/knowledge/how-to-use-the-notes#h_39460fdadd)
- [Deleting Notes](https://support.twaice.com/knowledge/how-to-use-the-notes#h_88275eaea0)
- [Best Practices](https://support.twaice.com/knowledge/how-to-use-the-notes#h_14b26c14e6)

### Using the Notes Feature

Our **Notes** feature helps you and your team document insights, track issues, and collaborate directly within the platform - no need for external tools. Here's everything you need to know to get started.

### Creating Notes

You can create a note from anywhere in the platform using the **Notes icon** in the top navigation bar. Simply click the icon, write your note, and it will be saved in context with the section you're currently viewing.

[![](https://support.twaice.com/hubfs/Knowledge%20Base%20Import/image-2.png)](https://downloads.intercomcdn.eu/i/o/thagvi83/46250211/28d95b69cd6decb5a3775c33d2cb/image.png?expires=1792501200&signature=5a901976e7de73c3c92d67390d185cfb98b2d85208e182f27467009d3ff588db&req=1NNtwFj4rTZk2hL085ZhodNitWfIQxsU96VhKejFll6mRWQtPKbGATRrOEI9%0AXQvWiPsolTtWbQAK%0A)

Throughout the product, views that allow you to dive into the state of a specific component will have the notes directly accessible from them. If you add a new note from these views it is automatically tagged with the currently selected component and includes a smart link to allow you to dive right back into your analysis:

[![](https://support.twaice.com/hubfs/Knowledge%20Base%20Import/image-Oct-20-2026-12-28-33-7499-PM.png)](https://downloads.intercomcdn.eu/i/o/thagvi83/46288037/d4b2837d870e4ef2830c56cba61a/image.png?expires=1792501200&signature=ace787b8b54d6b8b6fb3366c87a97c8f0647a37e26614afd66e0c92a2b7cc657&req=1NNtzVD6rzBk2hL085ZhoZ2g8chQwSoU4TRANxu%2BINTlqsojxduy6r0PiDoh%0A3uRZKqPoJUEAvS6h%0A)

### New Note Notifications

Stay up to date: if another user creates a note, you’ll see a **red dot next to the Notes icon** on the overview page. This helps you quickly spot new information or updates.

[![](https://support.twaice.com/hubfs/Knowledge%20Base%20Import/image-Oct-20-2026-12-28-39-2037-PM.png)](https://downloads.intercomcdn.eu/i/o/thagvi83/46250422/67e228f89f5323439de4235f74d4/image.png?expires=1792501200&signature=40509d1b5a818b903680733c4f5c8b76a0e404ab95786e3eb491513d7413b733&req=1NNtwFj%2BrjVk2hL085ZhoTkdHRsS5faWWU1lTqZ90u7CiIhavcPNCBOHLr3j%0ARmZe%2BIPqmDflY5RZ%0A)

### Tagging Notes

There are two ways to organize your notes:

- **Automatic Tagging**: Notes are automatically tagged with the section they were created in (e.g., “Data Explorer” or “State of Charge”), so context is always preserved.
- **Manual Tagging**: You can add custom tags to group and filter notes however you like.

[![](https://support.twaice.com/hubfs/Knowledge%20Base%20Import/image-Oct-20-2026-12-28-48-4752-PM.png)](https://downloads.intercomcdn.eu/i/o/thagvi83/46251157/dc5403842d5a4e6caeea4be8ac62/image.png?expires=1792501200&signature=2c72f088298692a621b098b84e0a59234bc564f8f3e4909880cf03911f3eae56&req=1NNtwFn7qTBk2hL085ZhoT%2BcHQ2oKkYgFTevVHXzH7Jxv47z2rMStRLslYbS%0APrc996O7DVhyS0Y0%0A)

### Filtering Notes

To stay organized, you can **filter notes by tags**. Whether you're searching for specific topics, sections, or keywords, the filtering option helps you quickly find what you need.

[![](https://support.twaice.com/hubfs/Knowledge%20Base%20Import/image-Oct-20-2026-12-28-53-7651-PM.png)](https://downloads.intercomcdn.eu/i/o/thagvi83/46250826/fc1b0d7fd6a90aea1fa2c6190656/image.png?expires=1792501200&signature=2ef961422606e329b4a8ce39354437118ce71773a14a1c3cd9d589e4628dbcf9&req=1NNtwFjyrjFk2hL085ZhoVKSMx7XC4IymOhDJ5ZhrTnvZsIXMFTVAtIC8Nsq%0AGgwNqDZ7dns%2Bo2Jg%0A)

### Mentions and Personal Highlights

When you're **mentioned in a note**, your **email address will appear in blue**, so you can quickly spot tasks or relevant comments. This makes it easy to identify when something needs your attention - like a to-do or follow-up.

[![](https://support.twaice.com/hubfs/Knowledge%20Base%20Import/image-Oct-20-2026-12-29-00-7514-PM.png)](https://downloads.intercomcdn.eu/i/o/thagvi83/46265657/b946d7efa3de0132c61865d740dd/image.png?expires=1792501200&signature=f483da6f16900f28bcd8995e9aef26eaa05b0edfd3af285e4be98e201cee79a8&req=1NNtw138qTBk2hL085ZhodO63DXtJIvxBZQJ%2B997vPr1dHcvOW2Xwkbm7QEd%0A%2B5LsTjDQ2iJctAiI%0A)

### Smart Links

Each note includes a **smart link** (e.g., "Go to dashboard") that brings you back to the exact place where the note was created. This includes any relevant filters or selections, like a specific container or rack.

### Deleting Notes

You can **delete your own notes** at any time by opening the note and clicking the delete option.

### Best Practices

- Use tags consistently for better filtering
- Create notes during investigations or deep dives to share findings with others
- Check for the red dot regularly to stay in sync with your team

If you have any questions or feedback about Notes, feel free to reach out to our support team!

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