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Using Notes in HeyOrca

Learn how to create and edit notes in HeyOrca to keep important information organized within your calendar.

Updated over 2 weeks ago

Use Notes to give your team one shared space to keep important information organized and easy to find.

👀 FYI: The Notes feature is available on the Basic and Pro plans for Internal users.

Why use Notes?

  • Keep documentation in one place

  • Reduce back-and-forth messages

  • Make onboarding easier for new team members

  • Ensure everyone works from the same source of truth

Notes are designed to be flexible. Use them however your team works best.

Create a note

  1. Select a calendar.

  2. Click the Notes icon in the left navigation bar.

  3. Click the +Create button.

  4. Click Edit on the top right to begin composing your note.

  5. Add a title by replacing Untitled Note with your title.

  6. Click in the body area to start typing.

  7. Click Save when you’re finished. (Notes do not auto-save so be sure to click ‘Save’!)

Your note is now saved within that calendar and visible to your internal team.

Animated demonstration in HeyOrca showing how to create a note: select a calendar, open the Notes tab, click ‘+ Create,’ choose ‘Edit,’ add a title and content, then click ‘Save.’

Edit a note

  1. Open the note you want to update.

  2. Click Edit.

  3. Make your changes.

  4. Click Save to keep your updates.

All changes are saved within the same shared note, so your team always sees the latest version.

Ideas for using Notes

Notes give your team a simple, shared space for documentation and ideas — right inside HeyOrca. Instead of searching through emails or separate documents, everything lives alongside your content calendar.

Common uses include:

  • Client contact information

  • Brand voice and messaging guidelines

  • Campaign briefs

  • Content ideas and brainstorms

  • Hashtag libraries

  • Internal processes or checklists

  • Platform-specific posting requirements

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