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Notes

Notes are longer-form entries for meeting minutes, technical decisions, research findings, or anything worth keeping. They can link to customers and tasks.

Notes

Creating Notes

Open Notes in the sidebar. Click Add Note, enter a title, and write your content in Markdown.

kai notes add "Sprint retro findings" \
    --customer "Acme Corp" \
    --body "## What went well\n- Deploy pipeline stable"
kai notes add "Auth architecture decision" \
    --tag architecture --tag security

Note Fields

Field Description
Title Short descriptive name
Body Markdown content
Customer Associated customer (optional)
Task ID Linked task (optional)
Tags Freeform labels

Browsing Notes

Notes appear as expandable rows. Click a note to see its full content rendered as Markdown.

Markdown task-list checkboxes (- [ ] / - [x]) are interactive in the rendered view: click one to toggle it and the note body is saved. This works the same way for task descriptions, inbox items, and knowledge-base files.

Filter by text search or customer. Notes are drag-reorderable.

Moving Notes

Notes can move to other destinations:

  • To task -- creates a task from the note content
  • To knowledge base -- saves as a KB file
  • To archive -- soft-deletes the note

Use the action menu on each note row, or the CLI:

kai notes delete abc123

Linking to Tasks

When a note references a task (via the task ID field), clicking the link badge navigates to that task on the board. This is useful for attaching meeting notes or design decisions to specific work items.