Writing Notes

Writing Notes

Notes help you share your thoughts and ideas about the project. You can collaborate on notes with others and track the entire history of changes.

How to Create a Note?

• Step 1: Log in to your ActiveCollab account
• Step 2: Click on a desired project
• Step 3: Open the Notes tab in a project
• Step 4: Click on the Notes icon in the top-right corner
• Step 5: Enter the title of the note
• Step 6: Set the (optional) details such as:

• Description - tell others what the discussion is about
• Attachments - add files to the note by clicking on the Attach Files button on the right or by drag and drop option
• Subscribers - choose who will be notified about new comments by clicking on the image or initials circle
• Hidden from clients - this option allows you to hide certain notes from the users with the Client and Client + roles
• Pinned to top - pin important notes on the top of the page

• Step 7: Click on the Create note button in the bottom left corner

All subscribers will be notified that the note has been created.

How to Create a Notebook?

Group your notes in folder-like notebooks to keep all the relevant information on a topic in one place.

• Step 1: Log in to your ActiveCollab account
• Step 2: Click on a desired project
• Step 3: Open the Notes tab in a project
• Step 4: Click on Create Notebook in the right side corner
• Step 5: Name the notebook
• Step 6: Click on Save

How to Move Notes into a Notebook?

• Step 1: Log in to your ActiveCollab account
• Step 2: Click on a desired project
• Step 3: Open the Notes tab in a project
• Step 4: Click on the three dots (...) on the right side of a note
• Step 5: From the dropdown menu, click on Notebooks
• Step 6: Choose the desired notebook

How to Duplicate a Note?

All note properties, including subscribers, will be copied to the new note.

• Step 1: Log in to your ActiveCollab account
• Step 2: Click on a desired project
• Step 3: Open the Notes tab in a project
• Step 4: Click on the three dots (...) on the right side of a note
• Step 5: From the dropdown menu, click on Duplicate
• Step 6: Enter a name
• Step 7: Click on the Duplicate button

How to Move a Note to a Different Project?

• Step 1: Log in to your ActiveCollab account
• Step 2: Click on the desired project
• Step 3: Click on the Notes tab in a project
• Step 4: Click on the three dots (...) on the right side of a note
• Step 5: From the dropdown menu, select Move to Project
• Step 6: Select the project you would like to move the note to
• Step 7: If you wish to stay and continue working on the original project, check the ''Continue working on the current project'' box
• Step 8: Click on the Move button

How to Copy a Note to a Different Project?

• Step 1: Log in to your ActiveCollab account
• Step 2: Click on the desired project
• Step 3: Click on the Notes tab in a project
• Step 4: Click on the three dots (...) on the right side of a note
• Step 5: From the dropdown menu, select Copy to Project
• Step 6: Select the project you would like to move the note to
• Step 7: If you wish to leave a copy of the note in the current project, check the ''Leave a copy of this note in this project'' box
• Step 8: If you wish to stay and continue working in the original project, check the ''Continue working on the current project'' box
• Step 9: Click on the Move button

How to Pin a Note?

The pinned note will be displayed on top of the discussions page, allowing you easy access to important discussions.

• Step 1: Log in to your ActiveCollab account
• Step 2: Click on the desired project
• Step 3: Click on the Notes tab in a project
• Step 4: Click on the three dots (...) on the right side of a note
• Step 5: From the dropdown menu, check the Pinned Notes box

How to Hide a Note from Clients?

This option allows you to hide certain notes from the users with the Client and Client + roles.

• Step 1: Log in to your ActiveCollab account
• Step 2: Click on the desired project
• Step 3: Click on the Notes tab in a project
• Step 4: Click on the three dots (...) on the right side of a note
• Step 5: From the dropdown menu, check the Hidden from Clients box

How to access Access Logs in a Note?

The Access Logs provide information on who opened the note.

• Step 1: Log in to your ActiveCollab account
• Step 2: Click on the desired project
• Step 3: Click on the Notes tab in a project
• Step 4: Click on a desired note
• Step 5: Click on the three dots (...) in the upper-right corner of a note
• Step 6: From the dropdown menu, click on Access Logs

How to Delete a Note?

• Step 1: Log in to your ActiveCollab account
• Step 2: Click on the desired project
• Step 3: Click on the Notes tab in a project
• Step 4: Click on the three dots (...) of the note you wish to delete
• Step 5: In the dropdown menu, click on Delete
• Step 6: Click Delete to confirm

How to Rename a Note?

• Step 1: Log in to your ActiveCollab account
• Step 2: Click on the desired project
• Step 3: Click on the Notes tab in a project
• Step 4: Click on the three dots (...) of the note you wish to delete
• Step 5: In the dropdown menu, click on Edit
• Step 6: Change the name of a note by typing in a new one
• Step 7: Click Save

How to Change a View in the Notes Section?

• Step 1: Log in to your ActiveCollab account
• Step 2: Click on the desired project
• Step 3: Click on the Notes tab in a project
• Step 4: Choose between the List and Grid view located in the top-right corner

How to Sort Notes?

• Step 1: Open the Notes tab in a project
• Step 2: Click on the Sort option in the top-right corner
• Step 3: Notes can be sorted in ascending and descending order by

• Name,
• Activity,
• Creation date