How to use Layer's project Notes page to view, filter, search, create, and manage every note across every record and field in a project.
Josh Puppe
Thursday, May 7, 2026
Layer's project Notes page is the cross-element home for every note in a project. Notes added to elements and fields are aggregated here so the team can read, search, and filter the project's full discussion history without opening each element. The page complements the Notes tab inside the element detail pane and is the right surface when you need to find a comment or a thread regardless of where it was originally added.
This article explains what the project Notes page does, when to use it, how to navigate it, and how to filter, search, create, and manage notes from this view.
What the project Notes page does
The project Notes page surfaces every note created anywhere in the project. Notes can be added from an element's Notes tab, from a specific field, or from the project Notes page itself. Each note appears in the project Notes list with cross-links back to the element and field it was attached to.
The page is read-write. From here you can create notes, edit them, mention teammates, and delete notes you have permission to remove.
When to use the project Notes page
Use the project Notes page when you want to:
Read recent discussion across the entire project regardless of which element it took place on.
Search for a note or comment by content without remembering the element it was attached to.
Filter notes by author, date, category, or related field.
Add a project-level note that is not tied to a single element.
Catch up on activity after returning from time off or onboarding to a project that is already in progress.
For notes that belong on a single element, use the Notes tab inside that element's detail pane. The project Notes page complements the per-element tab; it is the cross-element view.
How to open the project Notes page
Open any project, then select All Notes from the left sidenav. The page loads with the full project notes list visible. The URL pattern is /project/{projectId}/notes.
How the page is laid out
The page has four sections:
A project header at the top showing the page title and the active project.
A Notes filter button for narrowing the list by author, date, category, or related field.
A search input for free-text search across note titles and bodies.
The notes list itself, with an inline note form below for adding new notes.
Each note in the list shows the note title (or the first line of the note if no title was set), the body, the author, the date, and tags that link back to the related element and field. Clicking an element tag opens the element's detail pane. Clicking a field tag opens the element at that specific field.
How to filter notes
To filter the notes list:
Click the Notes filter button in the project header.
Add one or more filter conditions. Common filters are Author equals a specific teammate, Date is within the last 7 days, or Category equals a specific category.
Apply the filter. The notes list refreshes immediately.
Filters applied here scope only the current view of the project Notes page and are not saved between sessions. If you need a saved filter that persists, configure it on a category-level view instead.
How to search notes
Use the search input at the top of the page to search note titles, bodies, and mentions. Search runs across the entire project notes list, so a search for a teammate's name will return every note where they were mentioned, every note they authored, and every note that references them, even across different elements.
How to create a note
To create a note from the project Notes page:
Open the note form at the bottom of the page.
Add an optional title and the note body.
Optionally tag a related element or field, mention a teammate, and add attachments.
Save the note. It will appear in the project Notes list and on the related element if one was set.
Notes created from the project Notes page are not automatically associated with an element. To create a note that lives on a specific element from the start, open the element and use its Notes tab. See Element detail pane for the tabs available within a single element.
How to edit or delete a note
Click any note in the list to open it for editing. From the editor you can:
Update the title or body.
Add or remove mentions.
Change the related element or field.
Delete the note.
Authors can always edit their own notes. Editing or deleting other users' notes is controlled by your project role. See Project roles and permissions for the full matrix.
Each change is logged to the project Activity page so the team has an audit trail of who added, edited, or deleted a note. See Project Activity.
Tips
Use mentions deliberately. Mentioning a teammate sends them a notification, so reserve mentions for cases where you actually need their attention. Add a related element tag whenever the note is about a specific data point. The cross-link makes the note discoverable from the element later. Keep note bodies focused. If a note grows into a longer discussion, consider breaking it into multiple notes or moving the topic into a Task with a clear owner. Use the search input as a quick recall tool. Searching for a vendor name, a part number, or a defect type will surface every related note across the project.
Common issues
If a note you expected to see is missing from the project Notes page, check the Notes filter button. A previous filter may still be active. Open the filter and clear any conditions.
If you cannot edit or delete a note that another user wrote, your project role may not include that permission. Editor and Owner roles can edit and delete other users' notes. Viewer and Restricted roles can view but not modify. Authors can always edit their own notes regardless of role.
If a note is missing its element tag, the related element may have been archived or deleted. Open the note and reattach it to a current element, or remove the broken tag.
