How can you organize notes for clients in Xero HQ?

In Xero HQ, organizing notes for clients is efficiently achieved by adding tags and pinning important notes. Tags allow you to categorize notes, making it easier to retrieve and manage them over time. This system of categorization can significantly streamline workflows, as it provides a clear visual representation of a note's context and importance.

Pinning notes is another useful feature that highlights critical information that you may need to access frequently. This ensures that vital details are readily available at a glance, rather than being buried among other notes. This method enhances productivity and helps maintain an organized approach to client communication and documentation.

Other options, such as creating folders on devices, writing in journals, or discussing in meetings, do not leverage the specific tools and features designed within Xero HQ to manage client information. They lack the organizational benefits that tagging and pinning notes provide, which are tailored to optimizing the workflow within the Xero platform.