How to add project notes

Users can add detailed notes and descriptions to each project by clicking on the Update Notes button from the homepage or within a project.

Adding project notes from the homepage

  • Hover the desired projects within the Team Projects panel.
  • Left-click on the context menu button.
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Project menu button
  • Select the Update Notes button.
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Update Notes button
  • Add the desired notes within the Notes section.
  • Select the Update button.
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Adding project notes from the within a project

  • Open a Project.
  • At the top of the screen, left-click on the project name.
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Project dropdown
  • Select the Update Notes button.
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Update Notes button
  • Add the desired notes within the Notes section.
  • Select the Update button.
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  • View the notes above the Project Details section.
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Project notes display

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