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How do I use team notes on issues and reports?

Learn how to add internal team notes to issues and control whether they appear in your reports.

Written by Michelle Ennis

Each issue has a Team notes field below the Description. Use it for internal context that doesn't belong in the Description, like crew instructions, pricing rationale, or client background. Team notes are separate from the Description so you can control whether they show up in reports.

Adding team notes

Team notes appear below the Description on every issue, on both web and mobile. Tap or click into the field and start typing.

Showing or hiding team notes in reports

Team notes are hidden from reports by default. When you're building a report and want to include them, you can turn them on per report.

On web

  1. Open the report you want to adjust.

  2. In the options panel on the right side, find the Fields section.

  3. Toggle Team notes on.

On mobile

  1. Open the report, then go to Options.

  2. Under Fields, toggle Team notes on.

Good to know

  • Team notes are visible to all users on your account. There are no role-based restrictions on who can see them.

  • The report toggle applies to that specific report only. It does not change your default for future reports.

  • If an issue has no team notes, the toggle still appears in report options but won't add anything to the output.


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