The workflow

Keep the reason for a decision close to the numbers.

Use a Note for something that happened

A Note belongs to a date on Timeline. Record a promotion, tracking fix, website change, or decision. Keep it short: what happened, why it matters, and what you expect to see next.

A dated Note can be the starting point for a Tracker.

Use a comment for discussion

Comments hold the conversation around a view or change. Use them for a question, an explanation, or a follow-up with a teammate. A reply is part of the discussion; it does not become a new dated account change.

Shared comments and mentions depend on your workspace and plan. See Teams and sharing.

Write something useful to revisit

Include outside context only you know. Repeating the chart values makes the history longer without making it more useful.