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Call Notes for Projects

Overview​

The Call Notes for Projects feature helps you capture and organize call details directly within a specific project. You can keep decisions, next steps, and stakeholder updates in one place so your team can stay aligned and move tasks forward.

How to Access​

  1. Open your workspace.
  2. Go to the Projects module (see ../projects/projects-overview).
  3. Select the project you want to update.
  4. Open the Call Notes module.
  5. Choose Projects to view or add call notes tied to that project.

Key Features​

  • Project-linked call notes: Create call notes that are automatically associated with the project you're working on.
  • Consistent meeting history: Keep a running log of calls so you can quickly review what was discussed over time.
  • Clear next steps: Record action items and follow-ups so you can turn them into tasks in your project workflow.
  • Stakeholder context: Document stakeholder input, concerns, and approvals alongside project progress.
  • Better handoffs: Make it easier for other users to pick up where you left off by keeping call outcomes documented in the project.