Create and Edit Notes

Notes are the documents people write and share in Orbit. They live inside a workspace.

Create a note

1. Open a workspace.
2. Select a folder, or select Notes for the root area.
3. Choose Create note.
4. Enter a title.
5. Start writing in Orbit.

Orbit saves the note in the selected folder.

Rename a note

1. Open the note menu from the note list or file tree.
2. Choose rename.
3. Enter the new title.
4. Save.

When you rename a note, Orbit updates the title shown in the note list, file tree, search results, and related note views. If your workspace uses wiki links, review related links after major renames.

Move a note

1. Open the note menu.
2. Choose move.
3. Select the destination folder.
4. Confirm the move.

Bulk move is available when selecting multiple notes.

Duplicate a note

Use duplicate when you want to reuse a note’s structure without changing the original.

Bookmark a note

Bookmark notes you return to often. Bookmarks appear in the sidebar so you do not have to remember the folder path.

1. Open the note.
2. Choose the bookmark icon in the note header.
3. Open the sidebar to find it again under bookmarks.

Choose the bookmark icon again to remove the bookmark.

Tag a note

Use tags for topics that cut across folders. You can group or filter notes by selected tags in the note list.

Examples:

• decision
• customer
• release
• security
• onboarding

To tag a note, use the tag control in the note list or note row actions. After tags are added, use note-list grouping or filtering to find notes by topic.

Open recent notes

Orbit tracks recently opened notes so you can return to active work faster when you move between several workspaces during the day.

Recent notes appear in navigation surfaces such as the sidebar or activity views. Open a recent note to jump back without browsing folders.

Rename unclear notes

Use rename when a note title no longer matches the content. Updated titles appear in the file tree, note list, recent notes, and search results.