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