Add a note to a project

Notes are useful to add internal or external messages to a project. You can choose where a note should be displayed, and who should see them.

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Add a note

  1. Go to the Projects module, and open a project.
  2. In the General tab, scroll down to the Notes section.
  3. Type a note, and click on the _.png icon.

    Add_a_note.png
  4. Click on the Arrow_down.png next to your note.

    Note.png

  5. Choose Edit.
  6. Choose the visibility of this note.
  7. Choose where this note should be displayed.
  8. Save your changes.

Visibility of notes

You can make notes visible to:

  • everyone
  • power users only (default setting)

How do I make notes 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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