elastic · nastasha-solomon · Oct 27, 2024 · Oct 27, 2024 · Oct 27, 2024 · Oct 27, 2024
@@ -150,6 +150,7 @@ From the Alerts table or the alert details flyout, you can:
 * <<alerts-run-osquery, Run Osquery against an alert>>
 * <<signals-to-timelines>>
 * <<visual-event-analyzer,Visually analyze an alert's process relationships>>
+* <<add-notes-documents,Add notes to alerts>>
 
 [float]
 [[detection-alert-status]]

@@ -41,10 +41,10 @@ IMPORTANT: If you've enabled grouping on the Alerts page, the alert details flyo
 * Find basic details about the alert, such as the:
 
 ** Associated rule
-** Alert status
-** Date and time the alert was created
+** Alert status and when the alert was created
 ** Alert severity and risk score (these are inherited from rule that generated the alert)
 ** Users assigned to the alert (click the **Assign alert** image:images/assign-alert.png[Assign alert,15,15] icon to assign more users)
+** Notes attached to the alert (click the **Add note** image:images/add-note-icon.png[Add note,15,15] icon to create a new note)
 
 * Click the **Table** or **JSON** tabs to display the alert details in table or JSON format. In table format, alert details are displayed as field-value pairs. 
 
@@ -290,3 +290,13 @@ The **Response** section is located on the **Overview** tab in the right panel.
 image::images/response-action-rp.png[Response section of the Overview tab, 50%]
 
 
+[discrete]
+[[expanded-notes-view]]
+== Notes tab
+
+The **Notes** tab (located in the left panel) shows all notes attached to the alert, in addition to the user who created them and when they were created. When you add a new note, the alert's summary also updates and shows how many notes are attached to the alert. 
+
+TIP: Go to the **Notes** <<manage-notes,page>> to find notes that were added to other alerts.
+
+[role="screenshot"]
+image::images/notes-tab-lp.png[Notes tab in the left panel, 70%]
@@ -0,0 +1,64 @@
+[[add-manage-notes]]
+= Notes
+
+Incorporate notes into your investigative workflows to coordinate responses, conduct threat hunting, and share investigative findings. You can attach notes to alerts, events, and Timeline and manage them from the **Notes** page. 
+
+NOTE: Configure the `securitySolution:maxUnassociatedNotes` <<max-notes-alerts-events,advanced setting>> to specify the maximum number of notes that you can attach to alerts and events. 
+
+[discrete]
+[[add-notes-documents]]
+== Add notes to alerts and events
+
+Open the alert or event details flyout to access the **Notes** tab, where you can add notes to alerts and events. To quickly open the tab, use the **Add note** action (image:images/create-note-icon.png[Add note action,15,15]) in the Alerts or Events table. Then, enter a note into the text box, and click **Add note** to create it.
+
+[role="screenshot"]
+image::images/create-new-note.png[Creating a new note]
+
+In the alert details flyout, the new note displays on the **Notes** tab. The alert's summary also updates and shows how many notes are attached to the alert. In the event details flyout, the new note displays on the **Notes** tab only.
+
+[role="screenshot"]
+image::images/new-note-added-flyout.png[New note added to an alert]
+
+[discrete]
+[[find-documents-with-notes]]
+=== Find alerts and events with notes
+
+To find alerts and events with notes, use the <<manage-notes,**Notes** page>>. Alternatively, go to the Alerts or Events tables, and look for alerts and events with a notification dot over the **Add note** action (image:images/create-note-icon.png[Add note action,15,15]). Click the action to open the **Notes** tab, which displays all notes that are attached to the alert or event.
+
+[role="screenshot"]
+image::images/notes-notification.png[Notes notification dot on Alerts page]
+
+[discrete]
+[[add-notes-timelines]]
+== Add notes to Timelines
+
+IMPORTANT: You can only add notes to saved Timelines.  
+
+There are two ways to add notes to a saved Timeline: 
+
+* Open the Timeline, go to the **Notes** tab, and create a new note.
+* Open the details flyout for alerts and events that you're investigating in Timeline, and create a new note. Be aware that notes are automatically attached to the Timeline unless you deselect the **Attach to current Timeline** option.
+
+[discrete]
+[[find-timelines-with-notes]]
+=== Find Timelines with notes
+
+To find Timelines with notes, use the <<manage-notes,**Notes** page>>. Alternatively, go to the **Timelines** page (find **Timelines** in the main navigation or look for “Timelines” using the {kibana-ref}/introduction.html#kibana-navigation-search[global search field]), open the appropriate Timeline, and click the **Notes** tab. The tab displays all notes that are attached to the Timeline.
+
+[discrete]
+[[manage-notes]]
+== Manage all notes 
+
+//Will need to revisit the navigation instructions below. The nav path to the Notes page differs between the Classic nav view (Manage -> Investigations -> Notes) and the Security solution view (Investigations -> Notes)
+
+Use the **Notes** page to view and interact with all existing notes. From the page, you can:
+
+* Search for specific notes
+* Filter notes by the user who created them or by the object they're attached to (notes can be attached to alerts, events, or Timelines)
+* Examine the contents of a note (click the text in the **Note content** column)
+* Delete one or more notes 
+* Examine the alert or event that a note is attached to (click the image:images/notes-page-document-details.png[Preview alert or event action,15,15] icon)
+* Open the Timeline that the note is attached to (click the image:images/notes-page-timeline-details.png[Open Timeline action,15,15] icon)
+
+[role="screenshot"]
+image::images/notes-management-page.png[Notes management page]
diff --git a/docs/events/images/create-new-note.png b/docs/events/images/create-new-note.png
diff --git a/docs/events/images/new-note-added-flyout.png b/docs/events/images/new-note-added-flyout.png
diff --git a/docs/events/images/notes-notification.png b/docs/events/images/notes-notification.png
@@ -9,3 +9,4 @@ include::timeline-templates.asciidoc[leveloffset=+2]
 include::../detections/visual-event-analyzer.asciidoc[leveloffset=+1]
 include::../cloud-native-security/session-view.asciidoc[leveloffset=+1]
 include::../osquery/osquery-index.asciidoc[leveloffset=+1]
+include::add-manage-notes.asciidoc[leveloffset=+1]
@@ -72,8 +72,7 @@ You can also modify a Timeline's display in other ways:
 * Copy a column name or values to a clipboard 
 * Change how the name, value, and description of a field are displayed in Timeline
 * View the Timeline in full screen mode
-* Add or delete notes on individual events
-* Add or delete investigation notes on the entire Timeline
+* Add or delete <<add-manage-notes,notes>> attached to alerts, events, or Timeline
 * Pin interesting events to the Timeline
 
 [discrete]

@@ -176,6 +176,12 @@ By default, Elastic prebuilt rules in the *Rules* and *Rule Monitoring* tables i
 
 The `securitySolution:alertTags` field determines which options display in the alert tag menu. The default alert tag options are `Duplicate`, `False Positive`, and `Further investigation required`. You can update the alert tag menu by editing these options or adding more. To learn more about using alert tags, refer to <<apply-alert-tags>>.
 
+[discrete]
+[[max-notes-alerts-events]]
+== Set the maximum notes limit for alerts and events 
+
+The `securitySolution:maxUnassociatedNotes` field determines the maximum number of <<add-manage-notes,notes>> that you can attach to alerts and events. The maximum limit and default value is 1000. 
+
 [discrete]
 [[exclude-cold-frozen-data-rule-executions]]
 == Exclude cold and frozen data from rule executions 

@@ -148,6 +148,7 @@ From the Alerts table or the alert details flyout, you can:
 * <DocLink slug="/serverless/security/alerts-run-osquery">Run Osquery against an alert</DocLink>
 * <DocLink slug="/serverless/security/alerts-manage" section="view-alerts-in-timeline">View alerts in Timeline</DocLink>
 * <DocLink slug="/serverless/security/visual-event-analyzer">Visually analyze an alert's process relationships</DocLink>
+* <DocLink slug="/serverless/security/add-manage-notes" section="add-notes-document">Add notes to alerts</DocLink>
 
 <div id="detection-alert-status"></div>
 

@@ -47,10 +47,10 @@ From the right panel, you can also:
 * Find basic details about the alert, such as the:
 
     * Associated rule
-    * Alert status
-    * Date and time the alert was created
+    * Alert status and when the alert was created
     * Alert severity and risk score (these are inherited from rule that generated the alert)
     * Users assigned to the alert (click the <DocIcon type="plusInCircle" title="Assign alert" /> icon to assign more users)
+    * Notes attached to the alert (click the <DocIcon type="plusInCircle" title="Add note" /> icon to create a new note)
 * Click the **Table** or **JSON** tabs to display the alert details in table or JSON format. In table format, alert details are displayed as field-value pairs. 
 
 <div id="preview-panel"></div>
@@ -278,3 +278,15 @@ The expanded Prevalence view provides the following details:
 The **Response** section is located on the **Overview** tab in the right panel. It shows <DocLink slug="/serverless/security/rules-create">response actions</DocLink> that were added to the rule associated with the alert. Click **Response** to display the response action's results in the left panel.
 
 <DocImage size="l" url="../images/view-alert-details/-detections-response-action-rp.png" alt="Response section of the Overview tab"/>
+
+<div id="expanded-notes-view"></div>
+
+## Notes tab
+
+The **Notes** tab (located in the left panel) shows all notes attached to the alert, in addition to the user who created them and when they were created. When you add a new note, the alert's summary also updates and shows how many notes are attached to the alert. 
+
+<DocCallOut title="Tip">
+Go to the **Notes** <DocLink slug="/serverless/security/add-manage-notes" section="manage-notes">page</DocLink> to find notes that were added to other alerts.
+</DocCallOut>
+
+<DocImage size="l" url="../images/view-alert-details/-detections-notes-tab-lp.png" alt="Notes tab in the left panel"/>
diff --git a/docs/serverless/images/notes/-notes-create-new-note.png b/docs/serverless/images/notes/-notes-create-new-note.png
diff --git a/docs/serverless/images/notes/-notes-new-note-added-flyout.png b/docs/serverless/images/notes/-notes-new-note-added-flyout.png
diff --git a/docs/serverless/images/notes/-notes-notification.png b/docs/serverless/images/notes/-notes-notification.png
@@ -0,0 +1,69 @@
+---
+slug: /serverless/security/add-manage-notes
+title: Notes
+description: Create and manage notes for alerts, events, and Timeline.
+tags: ["serverless","security","how-to","manage"]
+---
+
+<DocBadge template="technical preview" />
+<div id="add-manage-notes"></div>
+
+Incorporate notes into your investigative workflows to coordinate responses, conduct threat hunting, and share investigative findings. You can attach notes to alerts, events, and Timeline and manage them from the **Notes** page. 
+
+<DocCallOut title="Note">
+Configure the `securitySolution:maxUnassociatedNotes` <DocLink slug="/serverless/security/advanced-settings" section="max-notes-alerts-events">advanced settings</DocLink> to specify the maximum number of notes that you can attach to alerts and events.
+</DocCallOut>
+
+<div id="add-notes-documents"></div>
+
+## Add notes to alerts and events 
+
+Open the alert or event details flyout to access the **Notes** tab, where you can add notes to alerts and events. To quickly open the tab, use the **Add note** action (<DocIcon type="editorComment" title="The action that lets you to add a new note" />) in the Alerts or Events table. Then, enter a note into the text box, and click **Add note** to create it.
+
+<DocImage size="xl" url="../images/notes/-notes-create-new-note.png" alt="Creating a new note"/>
+
+In the alert details flyout, the new note displays on the **Notes** tab. The alert's summary also updates and shows how many notes are attached to the alert. In the event details flyout, the new note displays on the **Notes** tab only.
+
+<DocImage size="xl" url="../images/notes/-notes-new-note-added-flyout.png" alt="New note added to an alert"/>
+
+<div id="find-documents-with-notes"></div>
+
+### Find alerts and events with notes
+
+To find alerts and events with notes, use the <DocLink slug="/serverless/security/add-manage-notes" section="manage-notes">**Notes** page</DocLink>. Alternatively, go to the Alerts or Events tables, and look for alerts and events with a notification dot over the **Add note** action (<DocIcon type="editorComment" title="The action that lets you to add a new note" />). Click the action to open the **Notes** tab, which will display all notes that are attached to the alert or event.
+
+<DocImage size="xl" url="../images/notes/-notes-notification.png" alt="Notes notification dog on Alerts page"/>
+
+<div id="add-notes-timelines"></div>
+
+## Add notes to Timelines
+
+<DocCallOut title="Important" color="warning">
+You can only add notes to saved Timelines.
+</DocCallOut>
+
+There are two ways to add notes to a saved Timeline: 
+
+* Open the Timeline, go to the **Notes** tab, and create a new note.
+* Open the details flyout for alerts and events that you're investigating in Timeline, and create a new note. Be aware that notes are automatically attached to the Timeline unless you deselect the **Attach to current Timeline** option.
+
+<div id="find-timelines-with-notes"></div>
+
+### Find Timelines with notes
+
+To find Timelines with notes, use the <DocLink slug="/serverless/security/add-manage-notes" section="manage-notes">**Notes** page</DocLink>. Alternatively, go to the **Timelines** page, open the appropriate Timeline, and click the **Notes** tab. The tab displays all notes that are attached to the Timeline.
+
+<div id="manage-notes"></div>
+
+## Manage notes 
+
+Use the **Notes** page to view and interact with all existing notes. From the page, you can:
+
+* Search for specific notes
+* Filter notes by the user who created them or by the object they're attached to (notes can be attached to alerts, events, or Timelines)
+* Examine the contents of a note (select the text in the **Note content** column)
+* Delete one or more notes 
+* Examine the alert or event that a note is attached to (click the <DocIcon type="expand" title="Preview alert or event details action" /> icon)
+* Open the Timeline that the note is attached to (click the <DocIcon type="timelineWithArrow" title="Preview alert or event details action" /> icon)
+
+<DocImage size="xl" url="../images/notes/-notes-management-page.png" alt="Notes management page"/>
@@ -78,8 +78,7 @@ You can also modify a Timeline's display in other ways:
 * Copy a column name or values to a clipboard 
 * Change how the name, value, or description of a field are displayed in Timeline
 * View the Timeline in full screen mode
-* Add or delete notes on individual events
-* Add or delete investigation notes on the entire Timeline
+* Add or delete <DocLink slug="/serverless/security/add-manage-notes">notes</DocLink> attached to alerts, events, or Timeline
 * Pin interesting events to the Timeline
 
 <div id="add-remove-timeline-fields"></div>

@@ -663,6 +663,10 @@
               "classic-sources": [ "enSecurityCasesSettings" ]
             }
           ]
+        },           
+        {
+          "slug": "/serverless/security/add-manage-notes",
+          "classic-sources": [ "enSecurityAddManageNotes" ]
         }
       ]
     },

@@ -130,6 +130,12 @@ You can change these settings, which affect the news feed displayed on the
 
 The `securitySolution:enableAssetCriticality` setting determines whether asset criticality is included as a risk input to entity risk scoring. This setting is turned off by default. Turn it on to enable asset criticality workflows and to use asset criticality as part of entity risk scoring.
 
+<div id="max-notes-alerts-events"></div>
+
+## Set the maximum notes limit for alerts and events 
+
+The `securitySolution:maxUnassociatedNotes` field determines the maximum number of <DocLink slug="/serverless/security/add-manage-notes">notes</DocLink> that you can attach to alerts and events. The maximum limit and default value is 1000. 
+
 ## Exclude cold and frozen tier data from analyzer queries
 
 Including data from cold and frozen [data tiers](((ref))/data-tiers.html) in <DocLink slug="/serverless/security/visual-event-analyzer">visual event analyzer</DocLink> queries may result in performance degradation. The `securitySolution:excludeColdAndFrozenTiersInAnalyzer` setting allows you to exclude this data from analyzer queries. This setting is turned off by default.