How do I save a note the agent can keep?
Open the project's side panel, click the notes tab, type into the box at the top and press Cmd+Enter to save. The first line you type becomes the note's title, and anything below it becomes the body. Before you save you can pick a type from the dropdown (note, idea, decision, question, todo or brainstorming). Notes stay with the project across sessions, and the agent can read them and add its own.
Before you start
Notes belong to the project folder open in the quadrant, so open a project first. If a note is saved before any folder is set, it shows everywhere until you assign it to a project, which is rare.
Steps
- In the coding workspace, open the project's side panel and click the notes tab.
- At the top is a box that reads "New note… title on first line, body below (⌘↵ to save)". Type your note.
- The first line is the title. Press Return for a new line to add a body underneath (this does not save yet).
- Pick a type from the dropdown next to the box if you want one other than note.
- Press Cmd+Enter, or click save. The note appears in the list below.
Note that the notes box saves with Cmd+Enter, not plain Enter. Plain Enter only starts a new line. This is different from the tasks box, which adds on plain Enter.
The note types
The dropdown offers six types, and the type shows as a small label on the saved note so you can scan the list:
- note: a plain note (the default).
- idea: something you might do.
- decision: a choice you have made and want on the record.
- question: something open you want to come back to.
- todo: a reminder.
- brainstorming: loose thinking you want to keep.
The type is only a label to help you and the agent sort notes. It does not change what the note does.
First line becomes the title
You type a note as one block of text. codus splits it for you: the first line becomes the title shown in the list, and the rest becomes the body you see when you expand the note. So a good first line is a short summary, with the detail underneath.
Reading, editing, archiving and deleting
Click a note's title to expand it and see the body. Inside the expanded note is a row of actions:
- ✎ edit: change the note. The first line is still the title, the rest the body. Save with Cmd+Enter, or press Esc to cancel.
- ⤴ assign: file the note under a feature or module on a plan. See How do I file a task or note under a module on a plan?.
- archive: move the note out of the main list into a "▶ N archived" section at the bottom. codus asks you to confirm, then confirm again, so this is never a single accidental click. To bring an archived note back, expand it and click ⊡ restore.
- 🗑 delete: remove the note for good. This also asks twice before it removes anything.
The agent can add notes too
Notes are shared with the project's agent. It can read them for context, and it can save its own using its save_project_note tool. So the notes tab is a two-way scratchpad: what you jot down, the agent sees, and what it records, you see.
How do I know it worked?
The saved note appears in the list under the box, with its type label, its title, and the time it was saved. Click it to check the body is what you expected.
Common problems
"I pressed Enter and it made a new line instead of saving." The notes box saves with Cmd+Enter. Plain Enter adds a line so you can write a body. Press Cmd+Enter, or click save.
"My whole note turned into the title." If you did not add a line break, the single line is used as both title and body. Edit it and press Return after the first line to split off a body.
"A note I saved is not in this project." Notes are tied to the project folder. If the quadrant is now on a different folder, you are seeing that project's notes. Point it back.