Pin a note/task to the current page

Attach a note or task so it’s always accessible right where you need it.
Why it matters: You stop losing context (and stop hunting through tabs) mid-work.

• Chat-bubble access on-page
  Pinned items display as a small bubble; click to open instantly.
  Why it matters: Your reminders, scripts, and to-dos stay one click away.

Who This Helps

• Anyone using Adtaria daily and switching between pages/records

• DM-driven teams who need scripts and checklists while replying

How to Use It (Quick Start)

1. Open the note or task you wish to Pin

2. Click the pin icon in the top right

   

3. Use the chat bubble to open it anytime on that page.

Common Use Cases

• Task list persists across pages
  Keep a short “today list” pinned so it stays accessible as you move around.

• Use as a DM script when in Inbox
  Pin your best reply scripts and open them while writing messages—no tab switching.