How do I create or edit an Event 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 an Event: 

1. Hover over the Event you wish to create a new note for. 

2. Click on the grey NEW NOTE button. 




A EVENT NOTES & DOCS foldout will appear to the right. 



3. Complete the form on the right. Click SAVE to create the new Note and make it visible to others. 



Creating a new Note for an Event that has existing Notes: 


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


2. A EVENT NOTES & DOCS foldout will appear to the right. You will see all of the previous Notes related to the Event. Click on the New Note button under 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. 


Editing an existing Note: 


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


2. A EVENT NOTES & DOCS foldout will appear to the right. You will see all of the previous Notes related to the Event. 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 click SAVE 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. 




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