Linking a note to a customer or a project

On the open note: the three dots at the top right of the pane («Note actions») → «Link to». The link window opens with the note’s name in its title: in the «Search a client or a project…» field type a few letters and pick from the results, grouped into «Companies», «Projects» and «Sub-projects» — one click and the link is made.

From then on, under the note’s title a chip appears with the customer’s or project’s name: clicking it shows all the other notes linked to the same thing.

To remove it: in the same window, the «Remove the link» icon next to the name.

If the link is grey

It means it is not the note’s, it is the folder’s (next to it says «from the folder»): «It comes from the folder the note is in. To change it, move the note to the right client’s folder — or take it out of the folder, and you will be able to pick it here.»

It is not a block: it is that the folder decides for all the notes it contains.

If there is nothing to choose

«There are no clients or projects in this space to link the note to.» — the records are shared with the other products; if they are empty, they are filled there.

From a note to an Agenda activity

Highlight a piece of text in the note, right click → «Create activity in Agenda»: Klokka opens with a new activity that already has that text inside; you confirm it there.

⚠️ The text is copied, not put behind a link: if the activity ends up with a colleague, they read it — your note stays yours and they do not see it.

Activities born this way appear under the note’s title as «Agenda activities»; clicking opens the list, with the note «Created in Klokka from this note. Removing them here unlinks the note, it does not delete the activity.». On every row: «Remove the link» or «Delete the activity too» (it asks «Delete the activity?»).

If the «Create activity in Agenda» item does not appear in the menu, either you do not have the Klokka product, or the Agenda is not among your capabilities there.

Questions this guide answers

• how do I link a note to a customer
• how do I find all the notes of a project
• how do I create an agenda activity from a note
• the link comes from the folder and I cannot change it