---
title: "Adding Case Notes | Metaintro"
canonical: "https://www.metaintro.com/help/adding-case-notes"
language: "en"
author: "Metaintro"
published: "2026-09-30T09:41:56.608Z"
modified: "2026-09-30T11:14:09.881Z"
---

# Adding Case Notes

Capture call outcomes, intake summaries and next steps on a member's file with Add note, then find everything later on their Activity tab.

Last updated: September 30, 2026[Enterprise](/help/category/enterprise)

Paste it into Claude, ChatGPT, Codex, Cursor or Pi.

## Write It Down While It Is Fresh

Good notes mean anyone on your team can pick up a case and know what happened last. They also save you from relying on memory before your next call.

## Step 1: Open Add Note

Either:

- Open the member from the Dashboard and select Add note on their Details tab, or
- Select the + button at the top of any page, choose Add note, then pick the person.

## Step 2: Write Your Note

The form shows the member's name and a single Note box. Capture a call outcome, an intake summary or a next step for the member.

![Adding Case Notes - Step 2: Write Your Note](https://cdn.metaintro.com/rs:fill:1200:675/q:85/plain/images/framed-adding-case-notes-1.png)
## Step 3: Save

Select Save Note, or press Command + Enter on a Mac or Ctrl + Enter on Windows. Press Esc or Cancel to close without saving.

## Turn Pasted Conversations Into Notes

If you have an email thread or call notes elsewhere, paste them into the + Actions menu. Metaintro turns them into suggested updates for you to review.

## Frequently Asked Questions

**Can the member see my notes?**

Notes are for your team. Private notes are not shown to the member.

**Where do I find notes later?**

Open the member and select the Activity tab. Notes and actions appear there.

**What is the difference between a note and a check-in?**

A check-in records contact with the member and can set a follow-up. A note is for anything else you want to remember about the case.

## What to do next

- [How to Log a Check-In](https://www.metaintro.com/help/how-to-log-a-check-in)
- [Setting a Follow-Up Reminder](https://www.metaintro.com/help/setting-a-follow-up-reminder)
- [Understanding the Job Seeker Profile](https://www.metaintro.com/help/understanding-the-job-seeker-profile)

## Need Help?

If a note is missing from a member's Activity tab, email support@metaintro.com.

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