> For the complete documentation index, see [llms.txt](https://docs.rubica.au/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.rubica.au/households/file-notes-and-alerts/pinned-notes-and-alerts.md).
# Pinned Notes & Alerts
Pin a file note to keep it at the top of the list, or set it to pop out and alert the team when they open the household — both until an expiry date you choose.
Any file note can be pinned to make it easy to find, or configured to actively alert the team the moment someone opens the household record. These are two separate options — set one, the other, or both.
### Pin vs. pop-out
| Option | What it does |
| ----------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Pin** | Keeps the file note at the top of the household's File Notes list, so it's easy to find |
| **Pop-out** | On top of being pinned, also surfaces the note as an alert the moment someone opens the household record — not just when they scroll to the File Notes list |
Use **Pin** on its own for something worth keeping visible at the top. Add **Pop-out** when you need the team to actually notice it the next time they open the record — for example a hold on the account, or something time-sensitive the next adviser in needs to see immediately.
### Setting it
{% stepper %}
{% step %}
### Open the file note's menu
On the household page, click the arrow on the right of the file note you want to pin.
{% endstep %}
{% step %}
### Choose your configuration and expiry
Select whether to pin the note, pop it out as well, or both — and set an **expiry date**.
{% endstep %}
{% endstepper %}
The screenshot below shows the file note we just pinned — sitting at the top of the list.
The screenshot below shows the same file note popping out as an alert when we load this household's record page.
### Expiry
Every pin has an expiry date, whether it's just pinned or also popping out. Once that date passes, the note **automatically unpins** and reverts to a normal entry in the File Notes list — nobody needs to remember to undo it.
To remove a pin before its expiry, click the same down arrow and select **Unpin**.
