Working with Project Notes
To maintain additional project information and context, you can view, add, edit, and comment on project notes.
All members of the project team can use project notes. You can use the following windows to work with notes for your projects and project elements:
- Notes window
- Add Notes window
- Note Details window
- Related Topics:
- View Project Notes
View all notes in a project or for its project elements to view project-related information and additional context. - Add a Note to a Project or Project Element
Add a note to a project or a project element to include project-related information or additional context to a decision. - Add a Note to an Article
Add a note to an article to include project-related information or additional context to a decision. - Add a Note to a Paragraph
Add a note to a paragraph to include project-related information or additional context to a decision. - Filter Notes
Filter the project notes in the Notes window to quickly search for a note or show only notes that fit the set criteria. - Open a Note
Open a note in the Note Details window to view its details, read its comments, and make it available for edits and comments. - Comment on a Note
Add a comment to a project note to respond to discussions, give feedback, or raise questions about the project or project element. - Delete Your Comment from a Note
Delete a comment that you added from a project note to remove information that is no longer correct or necessary. - Delete a Comment from Your Note
Delete a comment from a project note that you added to remove information that is no longer correct or necessary. - Edit Your Note
Edit a note that you added to edit its name and description and keep its project-related information updated. - 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. - Delete Your Note
Delete a note in the Note Details window to remove information, context, and comments, which you no longer need, about a project or project element.
Parent Topic: Project Notes