Notes
Contextual Notes for Better Decisions
Capture decisions, action items, and team input directly where work happens, across budgets, widgets, dashboards, and your personal notebook.
Keep every decision connected to the data behind it
Create notes directly on budget rows, budget cells, widgets, and dashboards, so important context never gets lost in chats, documents, or email threads. Teams can document why decisions were made, flag follow-ups, and keep a clear collaboration trail inside Norriva.
- Add context where it matters: Attach notes to the exact row, cell, or widget under discussion.
- Preserve decision history: Keep a searchable trail of observations, decisions, and follow-ups.
- Reduce context switching: Stay in the workflow instead of moving between separate note-taking tools.
Collaborate in real time without losing the thread
Notes are built for collaboration. Reply in threads, tag teammates with @mentions, and keep discussions tied to the exact business context. Whether you are reviewing a budget variance, aligning on a strategic decision, or assigning a follow-up, your team can collaborate clearly and transparently in one place.
- Threaded replies: Keep conversations structured and easy to follow.
- @Mentions with context: Involve the right people directly in the relevant note.
- Action visibility: Turn discussions into clear next steps with #Action notes.
KEY BENEFITS
Capture Notes in Context
Add notes directly to budget items, dashboard widgets, and strategy elements, so discussions stay connected to the source data.
Personal and Shared Notes
Use private notes in My Notebook for personal observations, or shared contextual notes for team collaboration based on room access.
Clear Note Types
Categorize notes with #Note, #Decision, and #Action to make discussions easier to scan, manage, and revisit.
Centralized Notebook
Get a full overview of all notes in one Notebook page, with tabs, filters, and search to quickly find what matters.
Lifecycle Management
Archive notes to declutter active work, restore when needed, and recover deleted notes within 30 days.
Accountability and Audit Trail
Track who added, updated, archived, deleted, or restored notes, creating a transparent collaboration and compliance history.
BUILT FOR MODERN GTM TEAMS
From quick observations to accountable follow-ups
The Notes application helps finance, strategy, and cross-functional teams document what happened, why it happened, and what needs to happen next. It supports personal note-taking, contextual collaboration, and structured follow-up across the platform.
FOR FINANCE
Explain variances, document budget changes, and preserve rationale for future reviews.
FOR STRATEGY
Capture decisions during dashboard reviews and keep strategic conversations linked to performance data.
FOR TEAMS
Assign actions, respond in context, and find mentions without missing important input.
BUILT FOR MODERN GTM TEAMS
Advanced collaboration for Align and Accelerate plans
The Notes feature is available on Align and Accelerate plans, giving teams access to contextual notes, Notebook management, note triggers, and @mentions directly inside their workflows.