Notes and To-Do Items - Job Search Organization and Tracking

# Notes & To-Do Items **Notes & To-Do Items is a job-specific organization tool for documenting conversations, tracking action items, and managing follow-ups throughout your application process with each opportunity.** When you're managing 10-30 active opportunities, detailed notes are the difference between staying organized and letting critical follow-ups slip through the cracks. This tab also automatically displays notes you've added to contacts in your [Networking Targets](../network/networking-targets.md). When you add a note to a contact who is associated with a job, that note appears here with a reference pill showing the contact name alongside the job title and company—keeping all your opportunity-related notes in one place.  ## What You'll See ### Notes List The Notes tab displays all your notes for this job opportunity in a clean list, sorted by date with newest first. Each note shows a preview of its content, making it easy to scan through your history. **The Notes header includes:** - **Notes count badge** - Shows total number of notes for this opportunity - **Documentation link** - Quick access to this help article - **Tips & Info button** - Popup with quick tips for using notes effectively - **Add Note button** - Opens the note creation modal ### Viewing Your Notes **Each saved note displays:** - **Note title** - Your custom title or auto-generated default (bold at top) - **Content preview** - Your note text with Markdown formatting preserved - **Relative timestamp** - Shows "about 1 month ago", "2 hours ago" etc., with full date on hover - **To-do badge** - If marked as action item, shows a checkbox with "To-do" or "Done" status - **Reference pills** - Shows job pill with company logo and "[Job Title] @ [Company]" for context, or contact pill with avatar for notes from Networking Targets - **Attachments section** - Lists attached files with icons by type (click to preview) - **Edit/Delete icons** - Quick actions on hover (pencil and trash icons) **Attachment types supported:** - Images (PNG, JPG, GIF, WebP) - Click to preview - PDFs - Click to view in modal - Audio files (MP3, WAV, M4A) - Click to play - Text files (TXT, MD, CSV, JSON) - Click to view content - Other files - Click to download ### Creating a New Note **Click "Add Note" to open the note creation modal:** - **Relative timestamp** - Shows "less than a minute ago" with edit icon to change date - **Title field** - Auto-generates a default title like "Note Jan 04, 2026 07:43 AM" that you can customize - **Rich text editor** - Full-featured editor with formatting toolbar - **"This is an action item" checkbox** - Toggle to track this note as a to-do - **Attachments section** - Add files with the "Attach files" button - **Cancel button** - Discard changes and close - **Save button** - Create your note **Rich text formatting available:** - Undo/Redo for easy editing - Bold, italic, and underline text - Bullet points and numbered lists - Block type selector (paragraphs, headings) - Links to external resources ### Action Items (To-Dos) **When you check "This is an action item" on a note:** - The note displays with a checkbox and "To-do" badge in the note list - Click the checkbox directly from the list to toggle between To-do and Done - Status shows as either "To-do" (unchecked) or "Done" (checked) - Visual styling indicates completion status **Why action items matter:** Job hunting has dozens of time-sensitive tasks. Action items ensure: - Nothing falls through the cracks - You follow up at the right times - You meet deadlines and commitments - You maintain momentum - You stay professional and organized ### Editing Notes **Click any note card to open the edit modal:** - **Relative timestamp with edit icon** - Click the pencil icon to change the note's date/time - **Title field** - Update the note title - **Reference pills** - Shows "re: [Job Title @ Company]" or "re: [Contact Name]" indicating what this note is attached to - **Rich text editor** - Edit your note content with full formatting options - **Action item checkbox** - Toggle "This is an action item" status - **Attachments manager** - Add new files or remove existing ones - **Last updated timestamp** - Shows when the note was last modified (bottom of modal) - **Delete Note button** - Permanently remove the note and all attachments - **Cancel/Save buttons** - Discard or save your changes ### Managing Attachments **Adding files to notes:** 1. Click "Attach files" button in the Attachments section 2. Select one or multiple files from your computer 3. New files appear with a "New" badge before saving 4. Click Save to upload files with your note ![Note Editor with Attachments](images/notes_e