Creating a note

Use notes to create a quick to-do list, write down ideas, or manage actions during a meeting. Notes are built to be fast and reliable.

There are three types of Notes:

• Personal notes
• Project notes
• Task notes

Creating a personal note

This type of note can only be seen by you. 

1. Select Notes on the left navigation bar. 
2. Select Add Note. 
3. Enter a title and then press Enter.

Creating a project or task note

1. This type of note can be seen and edited by anyone on the related project or task team.
2. Go to a project or task.
3. Select the Notes tab from the section bar.
4. Select Add Note.
5. Notes associated to tasks are available to the task team members
6. Notes roll-up from task to project with viewing permission based on where the note is anchored.