---
title: Add Notes to Any Candidate or Client Profile
description: Add notes to candidate or client profiles to record important details, track updates and interactions, and keep relevant information organized.
---

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# Add Notes to Any Candidate or Client Profile

## Use notes to quickly add important details, updates, and context directly within a candidate or client profile. Adding notes helps you keep information organized, track interactions, and ensure you always have access to relevant information when needed.

 

For demonstration purposes, this article uses a candidate profile to show how to add a note. You can follow the same steps when adding notes to a client profile.

Let’s get started 🚀

**Step 1**: Log in to your dashboard and click **Candidates** in the top navigation bar.

![](https://staticfiles.gleap.io/gundefined/iugnkFUWIAE4LpAkcePxFFsKuMP9FWuu9PloYopknPOBL5mYhCuyRpW1LJSrzLnRLdM6s5rSLYG.png)

**Step 2**: Click any of the candidates from the list for whom you want to add a note to their profile.

![](https://staticfiles.gleap.io/ghelparticle/Zdq9S1ShjCmYuYB1iq74Kirdjdf1NydHjGyRqI8pg0QpgYRBFbr7CIq8QkdwbZvdFAifi9i6Iks.png)

**Step 3**: Click the **Notes** tab from the list of available tabs.

![](https://staticfiles.gleap.io/gundefined/CC4mHLZRdja6LJPX3GlA18VWq39Na2nQU94BVFxt39JK9BMKb5G9afgEVwTxV4mgHLseBdyWTZX.png)

**Step 4**: Click the **+** button to start adding a note.

![](https://staticfiles.gleap.io/ghelparticle/BsPvosFFXpA2K19c1KohgAd8QZ5FpCoEFxFQnVC6fJbYNnLNZTZpGPbs115rZFpju7jzQePDQZp.png)

**Step 5**: Add the required note using the text editor.

You may also make use of the **AI ASSIST** feature to enhance the quality of the note. To learn how to use it, refer to the [**Use AI ASSIST Feature**](https://learn.enginehire.io/en/knowledge/use-ai-assist?hsLang=en) document.

 

![](https://staticfiles.gleap.io/gattachments/QF6HIWFFMr4koVCaUqfzteRXcIgCNm8aWvDbZjxByMOs5pvoLQKLjfe5JPyQnIRmemySBLkOrUH.png)

**Step 6**: Scroll down and select the appropriate tag for your note from the dropdown menu.

![](https://staticfiles.gleap.io/gattachments/284gx0pWsgoIGuXq6Vn1CxmpEAqMw7jrUERFZJb8v5dZgMes7V3Ayd3ua5m4BEU58GNFXBMVjMs.png)

**Step 7**: Click the **Add Note** button to proceed.

![](https://staticfiles.gleap.io/gattachments/5iAtJrrpaNV7zLGQh0jDhBQgrqn6Zf66uszzgu9rpjo03V46tJLWSYpAZnIJTlhlnWenLxkNaS9.png)

The note with the selected tag will be added successfully.

![](https://staticfiles.gleap.io/gattachments/GtAqQ9wVSCdP1VUuhM186wqhRt1rza6qJLT7Q0217mVJONMD2yr9vVgHIms905PmjUOLergsIPa.png)

You can also import notes with tags and filter notes using tags. To learn how to do this, refer to the [**Add and Filter Notes Using Tags**](https://learn.enginehire.io/en/knowledge/add-and-filter-notes-using-tags?hsLang=en)article.

 

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