> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.julesai.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# I can add a notes

${youtube}[Creating Notes](nLi0xVqfdwk)

Explore the functionality of the notes feature in Jules with this comprehensive guide.

Start with the basics:

**Step 1:** Navigate to the notes page.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/83805c2b-aa71-4245-91e6-19718d4490ee.png)

**Step 2:** Use the filters to view specific notes.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/735e16ec-5561-43c3-8d7c-510786b93f0f.png)

**Step 3:** Click on **Add Note**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/59c25f91-17d5-4d25-9fde-5b8a31c3d2a6.png)

**Step 4:** Select a source. For this guide, select **Call**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/cf501aed-66bd-4a53-8cdd-06a85601b129.png)

**Step 5:** Choose the company you've interacted with.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/b35ad355-8aee-4e57-8672-5b9c75f157eb.png)

**Step 6:** Select the person you've interacted with.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/d6444a47-305e-4bf5-a14d-bf5be0f9457c.png)

**Step 7:** Use the provided space to add a description of the note.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/2c9e71b4-93ed-49b1-a9fc-b11cf42ef807.png)

**Step 8:** Click on the designated area to add a next meeting date.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/a441ac5d-ceb2-467f-99e9-7b5387c7db70.png)

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/dd75e1f4-7d6f-4d2d-a0fc-0b8f8bf3b4a2.png)

**Step 9:** Upload photos from your desktop by clicking on the **Upload Photos** option.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/3de0e870-a4ca-40fe-860f-0a72ccd79cdf.png)

**Step 10:** After filling all the fields, explore the saving options. Click on the arrow next to **Save**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/e0a15b78-d772-4f15-9570-d910f1b5634e.png)

**Step 11:** Decide whether to save this note, save this note and add a follow-up task, or save this note and add a meeting reminder task. Click on **Save**.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/baf8c86f-dadf-4017-997f-bb90c97877ec.png)

**Step 12:** The note is now created. Click on it to view general details or edit.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/0e8b26b5-65f1-4186-ae0e-e1e6af4c2910.png)

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/71f7193e-a4bb-4c4c-b3bd-b9f63ba02e36.png)

Creating notes from the Contracts Page:

**Step 1:** Navigate to the purchase page and select a purchase to add a note to.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/9477c07d-08e3-4d6c-aae5-098c8efae285.png)

**Step 2:** Select a purchase.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/1b4ce6d4-db67-47ad-9a50-6505827faf1e.png)

**Step 3:** Navigate to the notes tab.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/18efccb8-0c14-468c-b777-3085dc4b51b6.png)

**Step 4:** Click on **Add a Note** to add a note to this purchase.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/339206c8-eae5-4786-9b7d-8f855d9be676.png)

Alternatively, click on **Add a Note Shortcut** to create a note.

![](https://usercontent.clueso.io/0affecff-6113-4a1f-b1e4-103d4789d78a/2cfae9d7-8fc1-4668-9a1c-cb0f4df49433/c8026736-8333-4870-af6a-24b53f9e68f9/images/13007cdc-7707-4fe8-b599-f389b0abf556.png)

This guide concludes the walkthrough on using the notes features in Jules.