What are Notes?

Learn what Shape Notes are and how to leave them for yourself or team members.

Notes help you consolidate all of your thoughts, action items, and more for all of your digital advertising campaigns in one place.

With Notes, you can record important events and trends across multiple advertising platforms, or converse with team members by tagging them on comments.

Creating Notes

To leave a note, navigate to one of your client's budgets and you'll see the Shape Notes icon in the top right-hand corner.

Selecting "view notes" will trigger the notes column to appear on the right side of the screen.

Submit a new note at the bottom of the notes column or hover over a previous note to edit or delete it.

Notes also allow you to @mention any of your Shape team members.

Your team members will receive an email alert with your note and a link to the budget in Shape so they can quickly take action. Important: Notes are publicly available to all Shape team members.