# Notes

You can easily capture important information by taking notes directly on a candidate’s profile or job, making it accessible to your team. Users with the Admin role have visibility into all notes, including private ones. You can create, and edit all notes as needed and delete notes on your own

## Create note

There are 2 ways to create notes: On the Job and the Candidate profile

<details>

<summary>Create notes on job</summary>

1. Open a Job that you want to create notes on, click **Notes** tab&#x20;

   <figure><img src="https://content.gitbook.com/content/N3tRAQQ8J1tUuEYMPUNy/blobs/aPPrbgqeiBiD5mkcu504/image.png" alt=""><figcaption></figcaption></figure>
2. Write your note, then click **Add Note**

   <figure><img src="https://content.gitbook.com/content/N3tRAQQ8J1tUuEYMPUNy/blobs/Yk3jSujBVlKUUOLBZRCf/image.png" alt=""><figcaption></figcaption></figure>

</details>

<details>

<summary>Create notes on Candidate profile</summary>

1. Open a candidate profile that you want to create notes on, click **Notes** tab&#x20;

   <figure><img src="https://content.gitbook.com/content/N3tRAQQ8J1tUuEYMPUNy/blobs/hxtIuBevLKxvVl6mvOq8/image.png" alt=""><figcaption></figcaption></figure>
2. Click the message box or click **Create Note** (if that candidate profile has *no notes yet)*
3. Write your note, then click **Create**

   <figure><img src="https://content.gitbook.com/content/N3tRAQQ8J1tUuEYMPUNy/blobs/7Zuun20ziTssU9dNxs2e/image.png" alt=""><figcaption></figcaption></figure>

</details>

**When writing your note, you can:**

* **Format your text** using the formatting toolbar, with options like headings, bold, italic, hyperlinks, bulleted and numbered lists, and clearing formats.
* **Attach files** by clicking the paperclip icon (file types: .pdf, .docx, .doc; image types: .png, .jpeg; max file size: 5MB).
* **Mention team members** by typing or clicking “@” and selecting a name from the drop-down list. Only the members of the hiring team for that job and Administrators will appear.

<figure><img src="https://content.gitbook.com/content/N3tRAQQ8J1tUuEYMPUNy/blobs/EtMfCakOPwigBDHfUxoU/image.png" alt=""><figcaption></figcaption></figure>

<figure><img src="https://1004424443-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FN3tRAQQ8J1tUuEYMPUNy%2Fuploads%2F6Rz9iGx2sTK345xdnkef%2Fimage.png?alt=media&#x26;token=db6d3a2c-4da6-42d0-9e7f-03fb55f98b32" alt="" width="540"><figcaption></figcaption></figure>

1. [Create a task to follow up](https://help.hireforce.io/tasks#on-the-notes): You can also create tasks directly from notes to follow up on actions.
2. **Limit the visibility of notes:** By default, notes are visible to everyone with access to the job or candidate profile. To limit visibility, click the “Everyone” button and select specific team members. The list will display Administrators and Hiring Team members for that job.

<figure><img src="https://content.gitbook.com/content/N3tRAQQ8J1tUuEYMPUNy/blobs/ywl0Wr2OQkIcoo6Sj75C/image.png" alt="" width="563"><figcaption></figcaption></figure>

{% hint style="info" %}
If a team member is mentioned in a note but not initially selected for visibility, they will automatically be added to the list of visible members.
{% endhint %}

## Edit or Delete note

Notes can be edited or deleted both on candidate profiles and jobs, following the same process. **Only the note owner** has the right to edit or delete a note.

* **To edit a note:** Select the note, click the **Pencil** icon, make your changes, and click **Update**

<figure><img src="https://content.gitbook.com/content/N3tRAQQ8J1tUuEYMPUNy/blobs/6arIYe7Qi14B61Psykbv/edit%20note.gif" alt=""><figcaption><p>Edit notes on Candidate profile</p></figcaption></figure>

* **To delete a note**: Select the note, click the **Trash** icon, and confirm by clicking **Delete Note**

<figure><img src="https://content.gitbook.com/content/N3tRAQQ8J1tUuEYMPUNy/blobs/BBcFeDU1K8fZfTJU969X/Delete.gif" alt=""><figcaption></figcaption></figure>


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