In this article, you will learn how to use the project Notes feature. This feature allows you to add project notes, create checklists, or to-do lists within the selected project. It is worth noting that these notes are only visible to you and your team and are hidden from your clients.

1. On the Menu, click Projects and select the project that you want to add/update the notes from.

2, Click the NOTES tab to open the project Notes page.

3. In the Notes page, use the panel to add notes, create a checklist or to-do list. Simply type in notes in the blank field.

4. On the upper part of the panel, you can use the Toolbar to format your notes with these options:

  • Header/Text menu

  • Font Selection menu

  • Bold, Italicized, Underline

  • Number List

  • Bullet List

  • Paragraph Alignment

  • Checklist

  • Insert Link (Note: to insert a link, you must highlight the text before clicking the Insert Link option)

5. After adding the project notes, click Save.

To add a checklist or to-do list, follow the steps below:

1. On the Menu, click Projects and select the project that you want to add/update the notes from.

2. Click the NOTES tab to open the project Notes page.

3. In the Notes page, use the panel to create a checklist or to-do list. Enter the checklist or to-do list description and other relevant information.

4. Click the Checklist icon to enable a Checkbox. Once the checkbox appears, you can specify its label (e.g. First Task, First To-do, etc.).

5. Press the Enter key on your Keyboard to add more checkboxes and labels.

6. Once you are done with the checklist/to-do list, click the Checklist icon to disable the checklist/to-do list mode.

7. Review the checklist/to-do list and click Save.

Did this answer your question?