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Notes

Introduction

The Notes tab within a workplace displays the notes which have been added to the workplace or project (if you are drilled into a project). A note is free form text of up to 50,000 characters that can be attached to a workplace, project or task.

Notes_0610

Adding a Note

You can add a new note by clicking the Add button. The tabs on the Note dialog allow you enter general details about the note, to choose which workplace/project/task you want to attach the note to, what permission level is required in order to be able to access this note, and to choose which team members to notify about the new note.

Add_note

Bulk Actions

You can perform bulk actions on your notes. Simply check off the notes you want to perform a bulk action on, and then click the Bulk Actions button and select an action to perform.

Notes_bulk_actions


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