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Notes

Keep Your Thoughts Secure

Private notes let you capture important ideas, tasks, or plans just for yourself, without access by others.

Built for

  • All roles
  • Managers
  • Students
  • Solo users
Notes · private
Search in notes…only you
AllIdeasTo doLinks
Idea5 min · #product

Onboarding flow with progress stories

Checklist3 of 5 · #release

Before release

  • Verify webhook
  • Close checkout bugs
  • Update docs

stripe.com/docs/payments

saved · #research
Quote12:14 · #inspiration

«Product is the marketing.» — Brian Chesky

New note⌘ N

By the numbers

notes in your workspace

Easylim CRM

Search

instant fuzzy search

customer data

Sync

across all devices

2025 survey

What's inside

Everything your team needs — in one window

Everything you need for personal organization in one place.

01

Capability 01

Notes Lists

All your notes are displayed in a convenient list for easy use.

Notes Lists
02

Capability 02

Functional Editor

Use quick commands via the '/' key and add media files directly into your notes.

Functional Editor
How it works

Personal Ideas

Record thoughts and concepts to preserve valuable insights.

  • Work Notes
  • Learning and Development
Personal Ideas
How it works

Daily Planning

Create to-do lists and reminders for personal productivity.

  • Private Client Notes
  • Reflection and Diary
Daily Planning

Deep dive

Private notes — how to capture so you can actually find them a month later

5 chapters

Most notes on a phone live for one day — written, forgotten. A month later you've got 200 notes with no structure, titled "Untitled", "asdf" and "buy milk", and finding the one where you wrote down that landing-page idea is impossible. Private notes in Easylim are the same fast capture, but with search, tags and integration with your tasks. Here's how to use them so they become a second brain instead of a graveyard of drafts.

01

Розділ

What private notes are and how they differ from documents

A note is a fast personal thought, visible only to you. Unlike a document that has a title, sharing, and a lifecycle, a note is created in 2 seconds: Cmd+N, type, forget. Easylim saves it, indexes it, accepts a tag, all on its own.

The key difference from documents and pages: no sharing. Notes are private by default and never become public. If the content was created to be public, it's not a note — it's a document. When a thought matures enough to show the team, you convert it into a task or document in one click.

This is the classic "second brain" idea from GTD: don't keep information in your head. Thought hit you on a walk — write it down. Read a quote — save it. The manager mentioned a number on the call — note it. A week later you come back, search, use it. Your head isn't for storage — your head is for thinking.

  • Note = fast personal thought, yours only.
  • Created in 2 seconds: Cmd+N, type.
  • Matured thoughts convert to tasks or documents in one click.
private note

Mon · 7:32

Onboarding as a 5-step progress bar?

Like Duolingo streaks — each completed step unlocks the next. Walk dog idea.

#product#idea
🔒 only yousynced · iCloud
02

Розділ

How to set notes up — minimum structure, maximum speed

First and main rule — don't try to structure the inbox upfront. If capturing a thought means picking a folder, thinking about tags, naming the note, you simply won't capture it. Cmd+N, type one sentence, Cmd+Enter — back to whatever you were doing. Structure shows up later, if at all.

Tags instead of folders. Folders force one category, tags allow many. "Landing page idea" can carry #product #idea #marketing and surface through any of them. Easylim autocompletes tags as you type #.

Shortcuts worth memorising: Cmd+N (new note), Cmd+K (search), / (block menu — checklist, quote, code), Cmd+Enter (save and close). That covers 95% of what you'll ever need.

Mobile is 70% of notes. Easylim has an app with native iOS/Android share menu. Select text in Safari → "Share → Easylim" → note created with a link to the article. Voice capture too — tap the mic, talk, AI transcribes and saves.

  • Cmd+N, type, Cmd+Enter — 5 seconds from thought to saved note.
  • Tags via #, not folders. One note can have several tags.
  • Mobile share menu + voice — for notes on the move.
quick capture · ⌘N
new note⌘N
Maybe progress bar onboarding|
#product#idea
⌘↵ save

press N anywhere to capture

03

Розділ

Fuzzy search, checklists, conversion — what separates notes from a chat with yourself

Fuzzy search works even with typos: type "chekot" — finds "checkout". Type "stryp" — finds "Stripe". Easylim indexes title, body, tags, and even metadata (created date, context). Cmd+K and 100ms later you have the result.

Checklists inside a note — for short daily lists. Not to be confused with Kanban: Kanban is project work, a note checklist is your personal to-do for today. "Buy mom's gift, book the restaurant, check Alex's PR".

Conversion to a task or document in one click. A matured idea — Cmd+Shift+T turns it into a Kanban task with the same text and tags. Grew into a concept — Cmd+Shift+D, becomes a document you can invite the team to.

Note templates — Easylim ships a few: 1-on-1 prep, daily journal, weekly review, project ideas. One shortcut and you have structure instead of a blank page.

  • Fuzzy search — finds even with typos in 100ms.
  • Checklist in a note — your personal to-do for the day.
  • Cmd+Shift+T — note becomes a Kanban task.
fuzzy search · ⌘K
stripe⌘K

Stripe SDK migration

#product

New stripe.js v2 — polyfill for Safari…

Stripe docs link

#read

stripe.com/docs/payments/checkout…

Stripe alternatives

#research

Compare stripe vs adyen for EU…

3 results · 142ms · fuzzy

04

Розділ

A week with notes in a PM's life

Monday, 7:30. Morning walk with the dog. Idea pops in: "maybe onboarding as a 5-step progress bar". iPhone, dictation, note saved with #product #idea. Forgot about it by the time you got to the office.

Tuesday. On the subway, reading an article about activation. You like a quote — Safari Share → Easylim, note saved with the link and #read.

Wednesday. 1-on-1 with the manager. Before the call, open the "1-on-1 prep" template, sketch 4 topics in 5 minutes. During the call, add action items. After — Cmd+Shift+T and two of them become tasks.

Thursday. The Monday idea has matured — open the "onboarding progress bar" note, add details, convert to a document "PRD: onboarding redesign", share with the designer. Friday — weekly review: open the "#idea this week" filter, look through 18 notes, convert 3 to tasks, archive 8, leave the rest.

  • The idea inbox lives in notes — head free for actual thinking.
  • 1-on-1 / weekly review templates — saves 10 minutes and you don't forget topics.
  • Friday review — convert the matured, archive the dead, leave the rest.
6 notes · this week

Activation hook

#product

Buy mom gift

#todo

“Product is marketing”

#quote

stripe.com/docs

#read

Retro topics

#1-on-1

Landing copy ideas

#marketing

filter:#product#ideaall
05

Розділ

When notes are the wrong tool — and what to use instead

If the content needs to be seen by the team, it's not a note. Notes in Easylim are deliberately private and can't be shared. A working brief a designer needs to see is a document. An SOP for the whole company is a page.

Structured tasks with deadlines aren't notes. If a note holds a 30-item checklist with owners and dates, it's a project. Move it to Kanban, otherwise two weeks later you won't remember what was done.

Content meant to live for years — also not notes. A personal knowledge base (how I learn, my favourite product books, my decision-making principles) works better as a private page with hierarchy. Notes are for fast capture, not long storage.

Rule of thumb: if a thought grew into a project or wants an audience — move it. Notes are the inbox. An inbox can't be permanent storage.

  • Team needs to see it → document or page.
  • 30-item checklist with owners → Kanban.
  • Personal knowledge base for years → private page with a tree.
notes vs documents
NNotes

Private inbox: ideas, quotes, todos — for you only.

🔒private by default
2-second capture
🏷tags, not folders
DDocuments

Shared workspace: briefs, PRDs, contracts.

👥shared with team
📝structured + titled
💬comments + history

matured idea → convert to doc

Quick takeaways

  • 1Notes = fast personal capture of thoughts, only for you.
  • 2Cmd+N, tags, mobile share — speed beats structure.
  • 3Fuzzy search + convert to task — so ideas don't die in the inbox.
  • 4Matured → move to document, page or Kanban. Notes are the inbox.
Integrations

Plug in the tools you already use

This feature connects to the apps your team already lives in.

  • Apple Notes
  • Notion
  • Google Drive
  • Loom
  • Gmail
  • Telegram

Frequently Asked Questions:

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Private Notes — Your Personal Space for Ideas | Easylim