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Project Notes

Document important information, decisions, and meeting notes directly within your project. Project notes provide a central repository for project-related knowledge.

Accessing Project Notes​

  1. Open your project
  2. Click the Notes tab to view the notes dashboard

Working with Notes​

Creating a Note​

  1. Click Create New Note.
  2. Choose a Template (Optional): If your organization has predefined templates, you can select one to pre-fill the note structure (e.g., "Meeting Minutes", "Site Visit Report").
  3. Enter a Title: Use a descriptive name for easy searching.
  4. Write Content: Use the rich text editor to format your notes, add bullet points, and highlight key information.
  5. Categorization: Assign a Category and Subcategory to help organize your notes (e.g., "Correspondence" → "Email", "Meetings" → "Stakeholder").
  6. Mention Team Members: Use @ followed by a name to mention specific users. This helps flag the note for their attention.
  7. Workspace Sharing: Select which workspaces should have access to this note if it needs to be shared beyond the current project.
  8. Click Save to create the note.

Linking to Tasks​

Notes can be linked to specific project tasks. This is useful for providing context or detailed documentation for a particular piece of work.

  1. Create or open a note.
  2. Use the Related Tasks selector to link the note to one or more tasks from the project plan.

Viewing and Editing Notes​

  • Search and Filter: Use the search bar and category filters to quickly find specific notes.
  • Audit Trail: Every note tracks who created it and who last updated it, along with timestamps.
  • Quick Preview: Click any note in the list to open it for reading or editing.

Deleting a Note​

  1. Open the note you wish to remove.
  2. Click Delete in the action menu.
  3. Confirm the deletion in the prompt.

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