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What are private notes?

Learn how to take private notes in a PI Perform workspace, so you can prepare for meetings while keeping your notes private to you.

This article applies to all Perform users in the PI2 platform.

Important: PI is retiring the Perform and Diagnose products on September 30, 2027. In advance of this date, please have an organization admin export any data you would like to keep:


Have something you want to discuss in a workspace but aren't ready to share yet? Use private notes to keep track of these ideas.

Each workspace has its own Private Notes tab. Anything you write in Private Notes is only visible to you.

Tip: You also have a personal workspace, which you can use to create agenda items or assign action items that are only visible to you.

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