Note Editor

In Routine, objects can have one or more Notes properties. Notes are ideal for enriching tasks, events, contacts, projects, and pages with unstructured, rich content — from simple text to embedded media, references, and interactive checklists.

A note is composed of a series of blocks, each representing a different type of content.

👨‍💻 / Command

Hitting / at the beginning of any line opens a menu listing all available block types. Use it to discover what's possible and insert whatever content you need.

@ Menu

Hitting @ opens a unified menu for linking and referencing:

• Mentions — mention a teammate to notify them

• References — link to any object in your workspace (task, page, project, event, contact)

• Integrations — reference connected integration data inline

• Stamps — add date, time, or other contextual stamps

• Organizations, agents, automations, and conversations — reference these directly inline. Pasted links to these objects can also be turned into inline references

• Scrolling to the bottom of the @ menu loads more results — all items are reachable even in large workspaces

+ Button

Every block has a + button on its handle. Click it to quickly add a new block directly above or below the current one without using the / command.

🧱 Blocks

Creating blocks

Below are the supported block types along with their / command and markdown shortcuts:

• Text — default block type for plain and formatted text

• Bullet list — type * or - followed by SPACE

• Ordered list — type 1., 2., etc. followed by SPACE

• Checklist — type () followed by SPACE to create interactive checkboxes

• Heading 1 — type # followed by SPACE

• Heading 2 — type ## followed by SPACE

• Heading 3 — type ### followed by SPACE

• Quote — type | followed by SPACE

• Divider — type ---

• Code block — use /code or type ``` to insert a code block

• Callout — use /callout to add a highlighted callout block

• Embed — paste a URL and choose to embed it (supports YouTube, Vimeo, and more)

• Image — use /image or drop an image file directly into the editor

• Table of contents — use /toc to insert a floating, auto-generated table of contents

⚡ Shortcuts are especially powerful for creating blocks quickly. We recommend learning them to stay in flow.

Selecting blocks

• Click the ⋮⋮ handle to select a single block

• Use SHIFT+↑ or SHIFT+↓ to extend the selection to multiple blocks

• Draw a rectangular area over blocks to quickly select multiple blocks at once

• Use CMD/CTRL+A to select all text in the current block; press again to select all blocks

• MOD+D on a selected todo or object block — duplicates the block inline

Moving blocks

Drag and drop the ⋮⋮ handle on the left side of any block to reposition it. Multi-block selections can also be dragged together.

Copy, cut & paste blocks

• Copy — select one or more blocks and use CMD/CTRL+C

• Cut — select one or more blocks and use CMD/CTRL+X

• Paste — use CMD/CTRL+V to paste within Routine or into another application

• Paste URL — pasting a URL offers options: embed it, turn it into a reference, or keep it as a plain link

Deleting blocks

Select one or more blocks, then press BACKSPACE or DELETE.

🎓 Headings

Creating headings

Use the / menu or the #, ##, ### markdown shortcuts to create H1, H2, and H3 headings.

Collapsing sections

Every heading creates a collapsible section. Click the arrow to the left of the heading to hide or show all content beneath it. This is useful for long notes with multiple sections.

🎨 Formatting

Routine supports standard Markdown formatting. Select text and use the formatting menu, or use the shortcuts below:

• Bold — **text** or CMD/CTRL+B

• Italic — *text* or CMD/CTRL+I

• Underline — _text_ or CMD/CTRL+U

• Strikethrough — ~~text~~ or CMD/CTRL+SHIFT+S

• Inline code — text or CMD/CTRL+SHIFT+C

• Links — [text](url) or paste a URL on selected text to turn it into a link

• Secret — use /secret to format hidden or sensitive text

If you prefer not to use Markdown, select any text to open the formatting toolbar and apply styles visually.

🔗 Links

Routine automatically detects URLs in text and converts them into clickable links — no formatting needed.

To open a link, hold CMD/CTRL and click it.

To create a link manually:

• Use Markdown: [link text](https://url.com)

• Or paste a URL onto selected text to turn the selection into a link

Pasting a URL anywhere in the editor opens a menu letting you choose to:

• Keep it as a plain link

• Embed it as rich media

• Turn it into a reference to an object

🧾 References

References let you link to any object in your Routine workspace directly from the note editor.

Use @ and search for any task, page, project, event, or contact to insert a reference inline. References display the object's current title and open the object when clicked.

References can also be turned into embedded blocks showing a preview of the linked object.