Project Notes
You can add a project note to a project or a specific project element for various purposes such as keeping project-related information updated or providing additional context to a decision.
When you create a project note, you must associate it to the active project or the selected active project element, specify its name, and provide a more detailed description. You can also add a project note from an article or paragraph.
Each project note has a comment thread. Members of the project team can add comments to the project note to respond to discussions, give feedback, and raise questions. These comments enable you to further collaborate with other project team members while focusing on a specific aspect of a project or project element.
- New
- In Progress
- Complete
You can manage a note's current work status in the Notes window. This enables you to track the project team's progress in addressing the specific task or concern to which the project note refers.
- Related Topics:
- Notes Window
Use this window to manage all projects notes for your project, its elements, and its content items. This window serves as a home page for all notes and related features for a project. - Add Note Window
Use this window to add a note to the active project or the selected project element. This window contains all the necessary fields that you need to enter information about the new project note. - Note Details Window
Use this window to view the complete details of a project note. This window also enables you to view comment on a note and edit a note. - Working with Project Notes
To maintain additional project information and context, you can view, add, edit, and comment on project notes.