Referencing, mentioning, and attaching files

If you are using notes to organize your work or collaborate with your team, you can use these special tools to enhance your note experience. You can reference projects or tasks to easily access them from your note, mention team members to get their attention, or attach files to quickly exchange information with your team. 

Reference a project or task

1. Select the # icon from the toolbar.
2. Find and select a project or task from the dropdown.

Mentioning a team member

1. Select the @ icon from the toolbar.
2. Find and select the user from the dropdown.

Attaching a file

There are two ways to attach a file to your note:

1. Drag and drop a file directly over the note.
2. Click the paperclip icon from the toolbar and select an upload option. 

Tips and Tricks

Attachment Placement 

• When using the 'Add attachment' control, the file is placed wherever your cursor is currently located. 
• When dragging files into a note, you will see a caret indicator showing exactly where the file will be dropped, including in the middle of text. 
• You can also drag attachments that have already been added to new locations within the note.

Formatting Images 

Once an image is attached, you have granular control over its appearance: 

Resize: Click the image to reveal drag indicators (white squares); drag these to resize the image. 

Alignment: Click the image to view a panel where you can choose how to align the image with your text. 

Linking: You can link an image to a specific URL so that clicking it opens that link.