Stack Notes

Stack Notes are sticky notes inside Stackly. Use them for campaign plans, meeting notes or a to-do list your team can share.

When to use it

• A bakery writes its festive-week plan: which links to share, on which day.
• An agency keeps a client checklist: logo received, domain set up, report sent.

Create a note

1. In the left menu, under Workspace, click Stack Notes.
2. Click New note.
3. Type a Title (3 to 50 characters) and the Content. Both are required.
4. Pick a Note colour. It shows on the card in your list.
5. Under Priority, choose Normal, Moderate, Priority or Completed.
6. Add Tags if you like.
7. Under Tasks, click Add task for each to-do. Tick a task when it's done.
8. Under Collaborators, pick team members to share the note with.
9. Click Create note.

tip

Click Templates at the top of the form to start from a ready-made note, such as Meeting Minutes & Action Items or Weekly Sprint & Standup. You can change anything after.

Colours

• Note colours: Default, Amber, Emerald, Blue, Purple, Rose, Orange and Slate, or any custom colour.
• Each task can have its own colour too.

Find a note

• Use the tabs All, Normal, Moderate, Priority and Completed to filter by priority.
• Choose My Items to see only notes you created.
• Click the pin (Pin to top) to keep a note at the top.

Edit a note

1. Click the pencil (Edit note) on the note.
2. Make your changes.
3. Click Save changes.

Click Copy note to copy the title, text and tasks, ready to paste into WhatsApp or email.

Delete a note

1. Click the bin (Delete note).
2. Confirm.

caution

A deleted note can't be brought back.

Good to know

• How many notes you can keep depends on your plan. Deleting a note frees up space for a new one.
• Each note needs its own title. Two notes can't have the same title.
• Stack Notes have no reminders or due dates.
• If you've connected Slack or Discord in Integrations, your team gets a message when someone creates a note.