Overview

Project Notes centralize operational communication, documentation, references, and collaboration directly inside the project workspace.

Notes support rich text formatting, tagging, attachments, and linked records.

Creating a Note

1. Open the project

2. Navigate to Notes

3. Create a new note

4. Add a title

5. Add tags if needed

6. Begin documenting project information

Rich Text Formatting

Notes support:

• Bold formatting

• Italics

• Bulleted lists

• Numbered lists

• Checklists

• Hyperlinks

• Embedded images

Linking Records Inside Notes

Using the @ symbol, notes can reference:

• Contacts

• Invoices

• Estimates

• Purchase Orders

• Tasks

These references create operational connections across the system.

Comments and Attachments

Each note includes:

• Comment threads

• Attachments

• Collaboration history

This supports internal project collaboration and operational continuity.

Best Practices

Use Structured Notes

Organize notes using headings and sections.

Document Key Decisions

Capture approvals, changes, and important operational context.

Use Tags Consistently

Tags improve organization and future retrieval.

Related Articles

• Understanding the Design Overview

• Managing Scope of Work

• Using Resources and References