Skip to main content

Project Notes

Overview​

Project Notes lets you create and manage notes that belong to a project. In this feature, you work with note details, attachments, and related tasks connected to a note.

How to access​

  1. In the Compass sidebar, go to Projects.
  2. Open a project.
  3. Click the Notes tab.

Key features​

  • View project notes using the Notes tab in a project.
  • Create and save a note using Save Note.
  • Save a note as a template using Save as Template.
  • Use a template for a note using Use Template and Select Template.
  • Duplicate a note using Duplicate Note.
  • Delete a note using Delete Note.
  • Add attachments to a note using Upload Attachment.
  • View note attachments in Attachments.
  • Delete a note file using Delete file.
  • Link tasks to a note using Link Task(s) and Add Task(s) Relation to the Note.
  • Unlink tasks from a note using Unlink and Unlink Task.
  • View related tasks for a note in Project Note Related Tasks and Project Note Tasks.

Field descriptions​

  • Title: The title of the note.
  • Content: The main text content of the note.
  • Category: The note category (includes Choose a category).
  • Subcategory: The note subcategory.
  • Attachments / File: Files attached to the note (shown in Attachments).
  • Project Relationships (tasks): Tasks linked to the note (shown in Project Note Related Tasks and Project Note Tasks with columns Title, Status, Priority, Health).