Shared Notes Pro for monday.com
Attach notes to any person, email, phone, order, or deal and see the same context everywhere in your monday.com workspaces.
Why teams adopt Shared Notes Pro
Notes that travelAdd context once and it automatically appears anywhere the same column value shows up.
Workspace-wide memoryKeep CRM-style history for every person or company even if items are archived or deleted.
Zero configurationEnable the view on a board, choose which columns sync, and your team’s notes stay in lockstep.
Give every team the same context
Shared Notes Pro keeps customer knowledge attached to the values that matter—so sales, success, and ops can trust what they see without hunting through updates.
Attach notes to any column
Support person, item ID, order number, phone, or email columns and the note follows that value everywhere.
Workspace-wide memory
Notes persist even if an item is archived or deleted, giving your team a durable CRM-style history.
Cross-board collaboration
See the same note in every board that references the value so deals, requests, and escalations stay aligned.
Board-ready view
Install the Shared Notes view in minutes—no custom automations or scripts required.
Frequently asked questions
Everything you need to know about centralizing notes across monday.com boards.
Get support