How do I create or edit a Project note?

Notes can be linked to specific Events, Timelines or Projects. 

To better understand who can create and edit Notes see the Permissions article under Getting Started


Creating the first Note for a Project: 

1. Click the Project label. 


2. A PROJECT foldout will appear to the right. Click the blue Notes & Docs button under the foldout title. 


3. A second foldout will appear to the right. Click on the New Note button below the foldout title.  


3. The foldout will expand and the New Note form will appear to the right. Complete the form and click SAVE to make the new Note visible to others.  



Creating a new Note for a Project that has existing Notes: 


1. Click the pencil icon to the right of the Project label. 




2. A PROJECT NOTES & DOCS foldout will appear to the right showing all of the previous Notes related to the Project. Click on the New Note button under the title. 





3. The foldout will expand and the New Note form will appear to the right. Complete the form and click SAVE to make the new Note visible to others. 


Editing an existing Note: 

1. Click the pencil icon to the right of the Project label. 




2. A PROJECT NOTES & DOCS foldout will appear to the right showing all of the previous Notes related to the Project. Hover over the Note you wish to edit. You will see two grey buttons appear: EDIT and DELETE. 



TO EDIT: click EDIT and the foldout will expand to include the Note form. Make the changes then clickSAVE to update the Note and make it visible to others. 

TO DELETE: Click DELETE. A pop-up will appear asking you to confirm the deletion. Refresh the pod to finalize the changes. 




NOTE: If you would like to see all Notes linked to the Timelines and Events of a given Project tick the "Show all Notes and Docs" box in the PROJECT NOTES & DOCS foldout. 


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