# Notes
From the dashboard, head over to the left sidebar and select **Notes**.
Click, **Create Notes**. It will open the Create Note modal, in which, add your Note Title, select a customer/contact, then input text in the body.
Then, for Status, either select Draft or Completed. Once done, click **Save**.
The added note will appear in the notes library like the above. To edit a note, click theEdit Icon button.
To delete it, click on theDelete Icon Button. Then, select Confirm to finalize the delete.
Use the Search and its filter to locate a note quickly.
* Created By - to search a note based on a team member.
* Date Range - to search a note created Today, Yesterday, This Week, This Month, or Custom.
Click **Download** to save a copy of Notes to your local system in a zip file.
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# Agent Instructions: Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.
Perform an HTTP GET request on the current page URL with the `ask` query parameter:
```
GET https://docs.rumwork.io/rum-work-modules/notes.md?ask=
```
The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.
Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.