> ## Documentation Index > Fetch the complete documentation index at: https://visaflo.ca/knowledge-base/llms.txt > Use this file to discover all available pages before exploring further. # Add Internal Notes > Record team-only context and follow-up details on a case. ## Add a case note Open the case and select the **Notes** tab. Choose the option to add a note, enter the context your team needs, and save it to the case. Use a specific subject and include the relevant decision, owner, or follow-up date so another staff member can act on it. The internal note form with title, description, optional file attachment, and Add Note action. ## Write notes that are useful later * Record what happened and the next action, not only that someone was contacted. * Include the source of important information, such as a client call or an uploaded document. * Keep confidential client information limited to what the case team needs to handle the work. * Create a task or reminder separately when the note requires a time-bound follow-up. ## Visibility Internal notes are for your team’s case work. Do not use them as a substitute for a client-facing message or a questionnaire comment. Before sharing case information externally, use the appropriate client communication or document-sharing workflow.