✓ Use notes on profiles

You can add notes to any freelancer or agency profile—saved or not—from various locations like search results, proposal manager, or profiles. Notes can include soft skills and custom tags, are visible to your team, and help manage talent more effectively across collaborative hiring efforts.

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The more you hire, browse, and collaborate across teams, the more complex your talent network becomes. The notes feature can help you remember and track information as you search and hire talent.

You can add notes to any freelancer or agency, regardless of whether you’ve saved their profile to one of your lists.

How do I add and edit notes?

To make adding notes on freelancers and agencies as easy as possible, you can do it in multiple places:

• Most pages in the Hire talent menu
• Search
• Proposal manager
• Directly from freelancer and agency profiles

There are two ways to add or edit notes:

1. Choose the (...) button in the top right corner of a freelancer or agency card or profile and select Add a note or Edit note. Enter your note and then choose Save Notes
2. After saving a freelancer or agency to a list using the heart button, look for a success message at the top of the screen — it includes a link to either Add a note or Edit note

When adding notes on freelancer or agencies, you can also add soft skills and custom tags.

Your notes can be seen by other people in your company, but can't be seen by freelancers.

Frequently Asked Questions

What is a note on Upwork?

Notes are a convenient and customizable way to help you remember important information or context about a freelancer, such as a part of their portfolio that makes them a great fit for your next project. If you’re adding similar context across multiple freelancers or agencies, consider using our tags feature.

Can I add notes on freelancers that I have never worked with? That I haven’t saved to a list?

Yes, you can add notes to any freelancer or agency on Upwork, regardless of whether you have a history with them or if you have saved them to a list.

Do freelancers know when I’ve made a note about them?

No. We designed notes as a way to help you capture individualized context on talent, so they are completely private to you.