Navigating the StickyNotes Board

The StickyNotes Board is a handy place to view notes (active and archived) from different record pages. The board shows notes you’ve created or received. You won’t see public notes unless you’re tagged as a recipient.

Note:

The board can display the most recent 100 active and 100 archived notes.

Go to Lists > Productivity > StickyNotes Board. Alternatively, you can also access the Board from the StickyNotes toolbar in record pages.

The following table lists the UI elements of the StickyNotes Board and their corresponding descriptions:

	UI Element	Description
1	Display Filters	Define display filters to show only notes that match the specified criteria. Search – Type a keyword in this field to search for it within messages, recipient, and owner. Priority – Select the note priority that you want to display on the board. The number of notes per priority is indicated in the parenthesis. Creation Date – Enter a start and end date to display notes within the specific period. If no end date is provided, StickyNotes will display notes starting from the specified start date up until the present date. Record Type – Select a record type to display notes created or accessible on specific record pages. The number of notes per record type is indicated in the parenthesis. Historical notes also show up on record types where you can access them. For example, notes from estimate records carry over to opportunity records. When you filter notes by record type, you’ll see historical notes for opportunity, estimate, or both.
2	View Options	Select whether to view your notes in a list or grid.
3	Save as CSV	Click here to download a CSV file of all notes and their replies matching the filter criteria. You can still access note attachments from the CSV by using a link to the file location.
4	Sort Options	You can sort notes by multiple criteria. To change sorting priority, drag a sorting field to the left. The left-most option takes priority over the others. You can click sorting fields to switch between ascending and descending order. For example, if you sort by Priority, Owner, Record Type, and Date Created: Notes are sorted by Priority first, then Owner, and so on. If you click Priority, the notes will go from high to low priority, or the other way around.
5	Archive View	Click here to view archived notes.
6	Notes Pane	Notes show up in this section of the page. Depending on the view you pick, notes might show up as a list or in a grid.
7	Record Page Link	Click this link to go to the record page where the note’s attached. For historical notes, the record page link takes you to where the note was first created.
8	Note Icons	Icons at the bottom of the original note show if it’s public or private, or if it has replies or attachments. For more information, see StickyNotes Icons.

UI Element

Description

Display Filters

Define display filters to show only notes that match the specified criteria.

Search – Type a keyword in this field to search for it within messages, recipient, and owner.
Priority – Select the note priority that you want to display on the board. The number of notes per priority is indicated in the parenthesis.
Creation Date – Enter a start and end date to display notes within the specific period. If no end date is provided, StickyNotes will display notes starting from the specified start date up until the present date.
Record Type – Select a record type to display notes created or accessible on specific record pages. The number of notes per record type is indicated in the parenthesis.

Historical notes also show up on record types where you can access them. For example, notes from estimate records carry over to opportunity records. When you filter notes by record type, you’ll see historical notes for opportunity, estimate, or both.

View Options

Select whether to view your notes in a list or grid.

Save as CSV

Click here to download a CSV file of all notes and their replies matching the filter criteria. You can still access note attachments from the CSV by using a link to the file location.

Sort Options

You can sort notes by multiple criteria. To change sorting priority, drag a sorting field to the left. The left-most option takes priority over the others. You can click sorting fields to switch between ascending and descending order.

For example, if you sort by Priority, Owner, Record Type, and Date Created: Notes are sorted by Priority first, then Owner, and so on. If you click Priority, the notes will go from high to low priority, or the other way around.

Archive View

Click here to view archived notes.

Notes Pane

Notes show up in this section of the page. Depending on the view you pick, notes might show up as a list or in a grid.

Record Page Link

Click this link to go to the record page where the note’s attached.

For historical notes, the record page link takes you to where the note was first created.

Note Icons

Icons at the bottom of the original note show if it’s public or private, or if it has replies or attachments.

For more information, see StickyNotes Icons.

General Notices