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Recording Notes in Achieve

This guide explains how advisors record and organize notes inside a student’s Achieve profile.

May 07, 2026●
1

Every student profile has a Notes section. This section is private to advisors (students & parents can't see it).

Every student profile has **a Notes** section. This section is private to advisors (students & parents can't see it).
2

While it's one running note, you can differentiate between different meetings by using formatting, such as bold, italics, bullets, etc.

While it's one running note, you can differentiate between different meetings by using formatting, such as bold, italics, bullets, etc.
3

To find a specific note, use your computer's Find function (as seen below). For most computer's the shortcut is Command + F.

To find a specific note, use your computer's **Find** function (as seen below). For most computer's the shortcut is **Command + F**.
4

You can also add hyperlinks to your notes by pressing the link icon.

You can also add hyperlinks to your notes by pressing the **link** icon.
5

A pop up will appear that allows you to add a link and related text.

A pop up will appear that allows you to add a link and related text.
6

Alternatively, some users like to add an Advisor Task with the notes from each individual meeting.

Alternatively, some users like to add an **Advisor Task** with the notes from each individual meeting.
7

You can uncheck the Send Reminders Notifications box if these notes are just for your reference.

You can uncheck the **Send Reminders Notifications** box if these notes are just for your reference.
8

Done 🚀