Managers lose decisions within a week: what was agreed in a meeting, what a client said on a call. They stay only if written next to the work they belong to. A note in Plankwork is always filed under a task, so it surfaces where the work is discussed.

Notes keeps a tree of everything written on a board, with a journal for the days you have no task in mind. Every edit of a note is kept as a version you can go back to. Notes taken in a calendar meeting are gathered by meeting, so a weekly call reads as one series. Lines written as checkboxes in a note can become tasks you accept.

The full chapter, with every step and setting, is in the app: open your account menu and select User manual.