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.
Add a note
- Go to the Projects module, and open a project.
- In the General tab, scroll down to the Notes section.
- Type a note, and click on the icon.
- Click on the next to your note.
- Choose Edit.
- Choose who can see your note:
Visible to everyone
Visible to account managers only
- Choose where this note should be displayed. You can select:
- Save your changes.