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Notes help you capture important information about your clients. This guide covers the different ways to create notes in Slant.

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Create a note on a client

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From the notes tab

1

Open the client

Navigate to the client or prospect record.
2

Go to Notes

Click the Notes tab.
3

Click Add note

Click the Add note button.
4

Write your note

Enter your note content in the editor.
5

Save

Click Save to create the note.

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From the activity feed

1

Open the client

Navigate to the client record.
2

Find the note input

At the top of the activity feed, there’s a quick note input.
3

Enter your note

Type your note content.
4

Press Enter or click Save

The note is added to the feed.

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Using keyboard shortcut

From a client record, press N then O to open the new note form.

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Create a meeting note

Add notes to a specific meeting:
1

Open the meeting

Navigate to the meeting record.
2

Go to Notes

Click the Notes tab on the meeting.
3

Add note

Click Add note or type in the note field.
4

Save

Notes on meetings auto-save as you type.
Meeting notes are linked to both the meeting and the client record.

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Format your notes

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Text formatting

Use the toolbar or keyboard shortcuts:
FormatShortcut
Bold⌘ B / Ctrl B
Italic⌘ I / Ctrl I
Underline⌘ U / Ctrl U
HeadingSelect from dropdown
Bullet listClick list icon or type -
Numbered listType 1.
1

Select text

Highlight the text to link.
2

Click link icon

Click the link button in the toolbar.
3

Enter URL

Paste or type the URL.
4

Save

Click Add to create the link.

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Add lists

For bullet points: 
- First item
- Second item
- Third item
For numbered lists: 
1. First step
2. Second step
3. Third step

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Mention team members

Notify colleagues about a note:
1

Type @

In the note editor, type @.
2

Select person

Choose the team member from the dropdown.
3

Complete note

Finish writing your note.
4

Save

The mentioned person receives a notification.
Mentioned team members receive an in-app notification and optionally an email, depending on their notification settings.

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Use a template

Start from a template for consistent notes:
1

Click Add note

Open the new note form.
2

Select template

Click Use template and choose from your templates.
3

Fill in details

Replace placeholder text with actual information.
4

Save

Save the completed note.
See Note templates to create templates.

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Edit a note

1

Find the note

Locate the note in the notes list or activity feed.
2

Click Edit

Click the edit icon (pencil) on the note.
3

Make changes

Update the note content.
4

Save

Click Save to apply changes.
Editing a note updates the “modified” timestamp but preserves the original creation date.

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Pin a note

Keep important notes at the top:
1

Find the note

Locate the note you want to pin.
2

Click pin icon

Click the pin icon on the note.
3

Note moves to top

Pinned notes appear above unpinned notes.
To unpin, click the pin icon again.

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Delete a note

Deleted notes cannot be recovered. Make sure you want to permanently remove the note.
1

Find the note

Locate the note to delete.
2

Click delete

Click the delete icon (trash) or menu → Delete.
3

Confirm

Click Delete in the confirmation dialog.

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Bulk note creation

After a busy day of calls, log notes efficiently:

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Quick entry mode

1

Open a client

Start with the first client to document.
2

Add note

Use the quick note input in the activity feed.
3

Navigate to next

Press ⌘ K to search for the next client.
4

Repeat

Continue through your list.

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From recent meetings

If you had meetings:
  1. Go to Meetings
  2. Open each meeting
  3. Add notes to the meeting record
  4. Notes are automatically linked to clients

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Note best practices

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Be consistent

Use a standard format for similar notes: 
## Call Summary
**Date:** [date]
**Duration:** [time]

**Topics Discussed:**
- Topic 1
- Topic 2

**Action Items:**
- [ ] Action 1
- [ ] Action 2

**Next Steps:**
[description]

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Include context

Good notes answer:
  • What was discussed?
  • Who was involved?
  • What decisions were made?
  • What are the next steps?

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Timestamp important events

For significant information, note when you learned it:
“Per call on 3/15: Client mentioned they’re considering relocating to Florida for retirement.”
Link notes to relevant tasks, meetings, or other notes:
“See meeting notes from 3/15 annual review for full discussion.”

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Next steps

Note templates

Create reusable templates

Notes overview

Learn more about notes