How to create a note against a project

Creating project notes

Updated over a week ago

Edition: Professional, Business, Enterprise

User-level: All Users

Previous steps: Notes Overview

The steps below will detail how to keep track of project related details by creating a project notes. You can add to-do's to these notes and they are linked directly to the project.

1.Go to Organisation menu > projects

2.Click into the project you want to add a note against

3. From the project details page, select 'Add' next to the Notes section

4.Give the note a subject and write the note

5. Select 'Save'


  • You can view all Notes you have created against projects in 'My Notes'

  • You can also add a to-do against a note

Where to next?

What other features does this relate to?

Staff notes, Notes Overview

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