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Project Notes

Overview​

Project Notes lets you create and manage notes inside a project. In this feature, you work with note content, attachments, and related items that are explicitly connected to the note, such as tasks.

How to access​

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

Key features​

  • View and work with project notes in the project’s Notes tab.
  • Create and save notes using Save Note.
  • Duplicate a note using Duplicate Note.
  • Delete a note using Delete Note.
  • Manage note attachments:
    • Add Attachments using Upload Attachment.
    • View uploaded files under Files (labels may appear as Documents or Uploaded Documents).
    • Delete an attached file using Delete file.
  • Link tasks to a note:
    • Click Link Task(s) to connect tasks to the note.
    • Use Add Task(s) Relation to the Note to add task relationships.
    • Remove a linked task using Unlink or Unlink Task.
    • Review linked tasks in:
      • Project Note Related Tasks Table (columns: Actions, Title, Status, Priority, Health)
      • Project Note Tasks Table (columns: Title, Status, Priority, Health)
  • Use templates with notes:
    • Click Save as Template to save a note as a template.
    • Click Select Template and Use Template to apply a template.
    • Use template labels such as Project Note Template and Project Note Template Item where available.
    • Delete a template using Delete Template.
  • Work with note categories and subcategories:
    • Choose a Category (including Choose a category, Category Name, and Parent Category).
    • Choose a Subcategory (including Subcategory Name).
    • If available in your context, use Edit Category / Edit Subcategory and Delete Category / Delete Subcategory.
    • Use note category items such as Project Notes Category Item and Project Notes Subcategory Item.
  • Share notes with other workspaces (if available in your context):
    • Click Share / Share with other Workspaces.
    • Use Select Workspace(s) to Share Note.
  • View note files in the Project Note Files Table (columns: Actions, Name, Date Created, Uploaded By).

Field descriptions​

  • Title: The note title.
  • Content: The main note content.
  • Description: A description used in note-related areas where Description is shown.
  • Category: The note category (includes Choose a category, Category Name, and Parent Category).
  • Subcategory: The note subcategory (includes Subcategory Name).
  • Attachments: Files attached to the note (added via Upload Attachment and shown under Files; labels may appear as Documents or Uploaded Documents).
  • Tag(s): Tags associated with the note.
  • Date: A date field used in note-related areas where Date is shown.
  • Note: The note field shown as Note.
  • Project Note Template: The template associated with a note when you use templates.
  • Does this Template belong to any Note Category?: A template field shown with this exact label.