How do I create or edit a Timeline 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 Timeline: 

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

2. Click on the grey NEW NOTE button. 


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




3. Complete the form to the right. Click SAVE to make the new Note visible to others. 



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

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


2. A TIMELINE NOTES & DOCS foldout will appear to the right. You will see all the previous Notes related to the Timeline. 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 Timeline label. 

2.  A TIMELINE NOTES & DOCS foldout will appear to the right. You will see all the previous Notes related to the Timeline. 

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.



NOTE: If you would like to see all Notes linked to the Events of a given Timeline tick the "Include Event Notes and Docs" box in the TIMELINE NOTES & DOCS foldout. 


Feedback and Knowledge Base