Notes are useful to add internal or external messages to an element (like projects, equipment, contacts, etc.). You can choose where a note should be displayed, and who should see them.

Add a note

  1. Open a module.
  2. Select an element.
  3. In the widget, find the Notes section.
  4. To add a note quickly, type a note, and click on the _.png icon (you can edit this by clicking on the Arrow_down.png next to your note)
  5. To set up a note before publishing it, click on the next to the arrow.
  6. Check the settings, and Save.

Visibility of notes

You can make notes visible to:

  • everyone
  • power users only (default setting)

How do I make notes in project visible to everyone by default?

  1. Add or edit a project template.
  2. Add a note, and change the visibility to Everyone.
    Tip: name the note "Note for planned crew members". This makes it easy for the project manager to recognize who will be able to see it.
  3. Save your template, and use this template when creating new projects.

Choose where to display

You can choose to display a note on/in:

  • Documents (packing slips, callsheets)
  • Contracts
  • My Schedule (crew members will see it in their personal schedule)
  • Quotations
  • Sidebar
  • Warehouse
  1. Edit a note, and select the desired display locations.

    Display.png

Configure default display locations

By using a project template, you can create new projects with the display locations of a note already configured.

  1. Add or edit a project template.
  2. Add a note, and choose the desired display locations.
  3. Save your template, and use this template when creating new projects.
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