Notes, Activity, Calendar & Inbox

Notes, Activity, Calendar & Inbox

Four surfaces that keep the work and the context together. Notes are where you write things down: decisions, specs, plans, meeting follow-ups. The Activity feed is the live record of everything that changed across the org. The Calendar holds team and personal events, with an AI pre-meeting brief drawn from your own data. The Inbox is your triage queue: assignments, mentions, and closed loops that need you. They are designed to flow into one another, so you can drag a moment out of the activity feed straight into a note, or jump from a notification into the exact item that needs your attention.

Notes

Notes are shared, organization-wide writing. Every note belongs to the org, so the whole team can find it later, and any note can optionally be attached to a project. A note has a title and a body, and the body is full rich text. You reach notes from the Notes page in the sidebar.

What a note is

• Title — up to 500 characters, required. This is what shows in lists and search.
• Body — rich-text content with no length limit. Written in a block editor and stored as Markdown under the hood, so it stays portable and diff-friendly.
• Project — optional. Link a note to a project to keep launch checklists, specs, and decisions grouped with the work they belong to. A project-scoped note shows up both on the Notes page and on that project.
• Mentions — you can name org members in a note. Each person you mention gets an in-app notification that they were named (you never notify yourself).
• Authorship and timing — every note tracks who created it, who last updated it, and when. The Notes list is always sorted by most recently updated, so the things you are actively working on float to the top.

Create a note

1. 1
   Open Notes

   Go to the Notes page from the sidebar. You will see every note in the org, newest-updated first, each with a one-line excerpt pulled from the first real line of the body.
2. 2
   Click New note

   A small dialog asks for a title (for example, "Q3 launch checklist"). The Create button stays disabled until you type something.
3. 3
   Start writing

   On create, you are taken straight into the note's editor with the title pre-filled and the cursor ready. There is nothing else to fill in first.

The rich-text editor

The note editor is a real block editor, not a plain text box. It supports headings (four levels), bold and italic, ordered and unordered lists, checklists, block quotes, inline code, code blocks, horizontal dividers, and links. You can write the way you would in any modern document tool, and everything is saved as clean Markdown.

Two ways to format as you type:

• Markdown shortcuts — type ## for a heading, - for a bullet, > for a quote, and so on. The editor converts them as you go. Pasting Markdown or links also works; URLs auto-link.
• Slash menu — type / on an empty line to open a block menu. Search by name ("head", "todo", "code") and pick from Text, Heading 1-3, Bullet list, Numbered list, Task list, Quote, Code block, and Divider. Arrow keys move the selection, Enter inserts, Escape closes.

Mentions

Type @ to mention a person, or to reference a task by its key. A picker appears as you type; choose someone and they are inserted as a styled chip in the note. People you mention are notified that they were named in the note.

Turn writing into tasks

Notes are often where work gets discovered, so the editor lets you convert prose directly into tasks without leaving the page.

• One line into a task — type / and pick Create task. The current line becomes a task and is removed from the note.
• A selection into many tasks — highlight several lines, and a Create task / Create N tasks button appears at the top of the editor. Each non-empty line (list markers and checkbox brackets stripped) becomes its own task draft.

Saving, preview, and delete

There is no Save button. The editor autosaves about a second after you stop typing, and again if you navigate away with unsaved changes. A small dot at the top of the note tells you the state: amber and "Saving…" while a save is in flight, green and "Saved <time ago>" once it lands. An empty title is never saved, so a note always keeps a real title.

• Preview — toggle the eye icon to render the note as it will read, then the pencil icon to go back to editing.
• Delete — the trash icon removes the note and returns you to the Notes list. Deletion is recorded in the activity feed.

Find and organize notes

The Notes page lists everything in the org, sorted by most recently updated, each row showing the title, an auto-generated excerpt, and when it was last touched. You can narrow the list two ways:

• Search — match against both title and body text. Useful for finding that one decision buried in a long note.
• By project — viewing notes inside a project shows only that project's notes.

Compose notes from the activity feed (drag and drop)

This is the bridge between Activity and Notes. When something happens in the feed — a meeting summary, a decision, a note, a task — you can drag that item straight into a note's editor and it lands as a clickable citation. It is the fastest way to assemble a recap, a decision log, or a follow-up doc from things that already happened.

1. 1
   Open the activity feed

   Go to the Activity page (or any feed that shows activity rows). Each row representing a meeting, note, task, or decision is draggable.
2. 2
   Open a note in another view

   Have the target note open in its editor. You are dragging from the feed into the note body.
3. 3
   Drag the activity item into the note

   Grab the row and drop it where you want it in the note. CompanyOS carries a structured reference for that item, not just plain text.
4. 4
   It lands as a linked citation

   At the drop point, the editor inserts the item's title as a link back to the original (the meeting, the note, the task). Keep writing around it. The note now references the real source, so anyone reading later can click straight through.

Activity feed

The Activity feed is the org's running history — an append-only log of every meaningful change. Whenever someone creates or edits a note, moves a task, runs a meeting summary, adds a member, schedules an event, or records a decision, an activity event is written. The feed turns that raw stream into something readable and live.

What the feed shows

Each entry tells you who did what, to which item, and when. Events are grouped by day (Today, Yesterday, weekday names within the last week, then dated headers further back), newest first, with a count per day. Times are relative ("5m", "2h") with the exact timestamp on hover.

The feed is opinionated about signal so it does not become noise:

• High-signal moments get room to breathe. Decisions, blockers, approvals, comments, new notes, and new members render as richer cards with a headline and an excerpt, plus an "Open" link to jump to the source.
• Routine churn collapses. A run of three or more similar low-signal events (a flurry of edits, status changes) folds into a single expandable line — "3 people updated 5 times" — that you can open to see each one.
• Everything is color-coded by type. Created, Updated, Status, Assigned, Comment, Note, Decision, Action item, Blocker, Approval, Member, and more each have their own tag and icon, so you can scan the day at a glance.

Real-time updates

The feed is live. CompanyOS holds an open stream to the server, and the instant any activity is recorded anywhere in the org, the relevant views refresh on their own — no reload, no polling. Because the stream also knows what kind of thing changed, it refreshes the matching area too: a new note nudges your notes list, a task change nudges your tasks, and so on. You can leave the Activity page open as a true ambient view of the org.

Jumping from the feed

Activity rows for projects, notes, and meetings link straight to the item. Click the row, or the "Open" link on a richer card, to go to the source. And as covered above, draggable rows can be dropped into a note to compose from them.

Calendar and events

The Calendar puts team and personal events in one month grid so nothing slips through the week. You reach it from the sidebar. Move between months with the arrows, jump back with Today, and filter the view with the All / Team / Personal tabs.

Team events vs. personal events

Both kinds show in your calendar together, so your week is complete in one view. Other people's personal events are never visible to you — the Calendar simply does not return them.

Create and edit an event

1. 1
   Start a new event

   Click New event in the header, or click the date number on any day cell to seed that date. A dialog opens.
2. 2
   Fill in the details

   Give it a title (required). Choose Team or Personal visibility. Pick a date. Set start and end times, or flip the All day switch to skip times. Optionally add a location (a room, or a link) and a description.
3. 3
   Save

   Create event adds it to the grid immediately. The form checks that the end is after the start before it lets you save.
4. 4
   Edit or delete later

   Click any event chip to reopen the dialog with its details filled in. Change anything and Save changes, or Delete to remove it. Editing a team event is limited to its creator or an admin; editing a personal event is limited to you.

Reading the grid

• Today is highlighted; weekends and days outside the current month are tinted so the month frame reads clearly.
• Event chips show the start time and title, color-coded by team or personal. Hover (or focus) a chip for a quick popover with the full time range, whether it is team or personal, and the location.
• Busy days cap at three visible chips; a "+N" opener reveals the rest for that day.
• Linked meetings — an event tied to a meeting shows a small document icon, and its popover offers an "Open meeting" link straight to the transcript and summary.

AI pre-meeting brief

Open a future event and CompanyOS generates a short pre-meeting brief — two to three bullets of real context pulled from your own CompanyOS data, each with a clickable source. It is deliberately honest: it only surfaces facts it can actually point to, and if there is nothing relevant, it says so rather than inventing filler.

The brief draws from:

• Open tasks assigned to the event's owner (a few of the most recently updated, still-open ones), each labeled with its task key.
• Follow-ups from a linked meeting — if the event is attached to a meeting, the action items from that meeting's latest summary.
• A related note — the note whose text most overlaps with the event's title and description.

Each bullet links to its source, so you can click straight through to the task, meeting, or note. You can pin the brief to keep it visible, or dismiss it. When there is genuinely no prior context, the brief reads "this looks like a fresh start" instead of padding.

Inbox and notifications

The Inbox is your personal triage queue. It is scoped to you alone — only your notifications appear, never anyone else's. It collects the things that actually need your attention and is built to be cleared fast, from the keyboard.

What lands in your Inbox

You are never notified about your own actions. Each notification shows who triggered it, a title, an optional snippet, and a relative time. "Closed the loop" notifications are styled green to highlight that something finished, and show which meeting they came from.

Triage from the keyboard

The Inbox is filterable by All / Unread / Archived tabs, and is designed to be worked through without the mouse. Move with j and k, then act on the focused item:

• Open — Enter, or clicking a row, marks it read and jumps you to the underlying item: the project, meeting, note, or the task in its project board.
• Read vs. unread — unread items carry a small accent dot and bolder text; the header shows your unread count. There is also a Mark all read button.
• Archive removes it from your active queue but keeps it under the Archived tab.
• Snooze tucks it away and brings it back later, so a notification you cannot deal with right now reappears when it is more relevant.

The notification bell

You do not have to be on the Inbox page to triage. The bell in the top bar shows your unread count (as a number, or "9+" when there are many) and opens a compact version of the Inbox in a popover. Every keyboard shortcut works there too, so you can clear a few items and get back to what you were doing. Press g then i anywhere to jump to the full Inbox.