> ## Documentation Index
> Fetch the complete documentation index at: https://help.mory.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Notes & reminders

> How to use the Note task type for memos and where reminders and deadlines are managed.

Not every case needs a checklist. For memos, call notes or things you want to keep an eye on, there is the **Notiz** (Note) type. Deadlines with a date are a separate type and are managed under **Meine Fristen** (My deadlines).

## The Note type

The **Notiz** (Note) type is a task without a workflow:

* no checklist, no mandatory fields other than the title,
* no automation: mory makes no suggestions and sends no emails,
* optionally linked to a property, unit, person or another task,
* appears like any task under **Meine Aufgaben** (My tasks) and can hold comments, documents and time tracking.

Typical uses: a phone note after a conversation with an owner, a hint for your deputy, research on a question that does not yet trigger a case.

## Creating a note

<Steps>
  <Step title="Open New task">
    Under **Aufgaben** (Tasks) click **Neue Aufgabe** (New task) and choose **Notiz** in the workflow type selector.
  </Step>

  <Step title="Enter content and reference">
    Enter title and description. Optionally link a property, unit or person so the note appears in their activity.
  </Step>

  <Step title="Choose private yes/no">
    Set **Privat** (Private) to yes if only you should see the note. Private notes carry a lock tag and are invisible to other users, including deputies. Public notes are visible to the whole team with access to the organisation.
  </Step>

  <Step title="Save and close when done">
    The note stays open until you complete it. Completed notes move to the **Archiv** (archive).
  </Step>
</Steps>

## Reminders and deadlines

For anything with a date, use the **Erinnerung/Frist** (Reminder/Deadline) type. Most deadlines are generated automatically from leases (expiry, option, index, graduated rent) and from the maintenance of **Ausstattung** (equipment). You can also create deadlines manually, for example for a callback or a warranty period. All deadlines appear in the dashboard section Fristen & Indizes (Deadlines & indices) and under **Meine Fristen**. Details under [Deadlines](/en/tasks/deadlines).

## Tips & pitfalls

<Tip>
  If a note turns into a real case, change the workflow type in the task details, for example to **Allgemeine Anfrage** (General request). mory then adds the checklist and supports you with the processing.
</Tip>

<Warning>
  Private notes are truly private: during absence or when tasks are transferred to another person in bulk, they are not handed over to your deputy. Keep team-relevant information public.
</Warning>

* Notes without a link to a property are hard to find later. Link them where possible.
* For shared task lists without a workflow (for example condo agenda items), subtasks work better than many individual notes.

## Related pages

* [Deadlines](/en/tasks/deadlines)
* [General request](/en/workflows/general-request)
* [Workflow overview](/en/workflows/overview)