Notes
Click Add note. Link it to a client, project or task under Linked to, so it shows up there too. Notes can have checklists and pictures. Pin to the top keeps the important ones first. Or start from a template (meeting, call, project brief).
Files
Files has folders for clients and projects. Use New folder and Upload file, or drag files in. A folder's ⋯ menu has Move, Rename and Download as .zip.
Share a folder with a client
Inside Clients › the client's folder, open a folder's ⋯ and choose Share with the client. It shows up in their portal. For finished work, a project folder can be marked as the final delivery instead.
Deleted something by mistake? See Undo, trash and exporting your data.