Use internal notes and calendar events

Add an internal note

1. Open the conversation.
2. Select Add > Internal note.
3. Enter the note and save it.

Notes are visible only to workspace members who can access the conversation. They are not sent to the contact and are not included in assistant context.

The author can edit or delete a note while they retain edit access. Authorized workspace managers can delete another member’s note but cannot rewrite its content. An edited note is marked Edited. A deleted note leaves an activity entry without retaining the note text in the timeline.

If a note changes elsewhere while its editor is open, save is blocked until you reopen the latest version.

Create or link calendar work

Use the available calendar action in the conversation to create an event with the conversation context attached. Calendar activity then appears in the timeline, subject to your Calendar access.

Email invitations shown inside messages are different from workspace calendar events. You can inspect or download the invitation, and import it when the available action permits. Doublewire does not guess missing time zones.

Review notes and related work

The Details panel shows recent notes and linked tasks. Select an item to open its full details without leaving the conversation. When there are more items, use View more and Show less to expand or collapse the section.