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Adding a Note to a Project

End users can add both public and private notes to a project. Notes allow for the sharing of information among project teams. They can also act as a personal journal for a project. Private notes can only be viewed by the users who created them. End users can also create a hierarchy of notes, somewhat like a discussion group using the Parent Note field.

To add a public or private note

  1. Navigate to the Projects screen.
  2. From the visibility filter, select the appropriate view.
  3. Drill down on the Name field hyperlink for a selected project record that you want to associate the note with.
  4. Click the Notes view tab.
  5. In the Notes link bar, click the Public Notes link or Private Notes link.
  6. In the Note Detail form, create a new record.
  7. Complete the fields.

    Parent Note

    A hierarchy of notes can be created, somewhat like a discussion group. One note could be a response to or related to another note, and thus would be a child. The other note would be a parent note.


    Type of note being created.

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