Update the Work Status of a Note

Update the work status of a note to indicate the progress that project team has made with associated work to which the project note refers.

To updated the work status of a project note:

  1. In the project workspace, open and view project notes.
  2. In the Notes window, on the New, In Progress, or Complete board, locate a project note.
  3. Drag and drop the note card from its current board to another board.
    The following boards are available:
    • New
    • In Progress
    • Complete
    The color code of note card changes based on the new work status/board.