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
- Video tutorial: https://vimeo.com/1055901124
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
- Video tutorial: https://vimeo.com/1055901285
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
- Video tutorial: https://vimeo.com/1055901285
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
- Video tutorial: https://vimeo.com/1055900956
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
- Video tutorial: https://vimeo.com/1123222126
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
- Video tutorial: https://vimeo.com/1123222933
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
- Video tutorial: https://vimeo.com/1055901229
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
- Video tutorial: https://vimeo.com/1123270343
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
- Video tutorial: https://vimeo.com/1055901066
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
- Video tutorial: https://vimeo.com/1123271817
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
- Video tutorial: https://vimeo.com/1123272696
How to Change the 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
- Video tutorial: https://vimeo.com/1123273580
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
- Video tutorial: https://vimeo.com/1123274400
How can I set a Reminder for Myself in a Note?
- Step 1: Click on a desired project from the Projects page
- Step 2: Open the Note where you wish to set up a reminder
- Step 3: In the right-side menu, scroll all the way down
- Step 4: Click on the + icon next to Reminders
- Step 5: Click on Me
- Step 6: Choose one of the following quick options:
- Later Today – reminder will be sent later the same day
- Tomorrow – reminder will be sent the next day at 7:00 AM
- Next Week – reminder will be sent next week Monday at 7:00 AM
If you choose Custom, a pop-up window will open with the following options:
- Date – select the date when the reminder should be sent
- Time – select the exact time when the reminder should be sent
- Who will be notified – by default, it’s you, but you can add other people by clicking on the user icon
- Comment – optional text that will be shown with the reminder
- Step 7: Once you’re done, click Save
- Video tutorial: https://vimeo.com/1123292142
The reminder will now appear in the right-side menu under Reminders and will be sent at the selected time.
How can I set a Reminder for Subscribers in a Note?
- Step 1: Click on a desired project from the Projects page
- Step 2: Open the Note where you wish to set up a reminder
- Step 3: In the right-side menu, scroll all the way down
- Step 4: Click on the + icon next to Reminders
- Step 5: Click on Subscribers
- Step 6: Choose one of the following quick options:
- Later Today – reminder will be sent later the same day
- Tomorrow – reminder will be sent the next day at 7:00 AM
- Next Week – reminder will be sent next week Monday at 7:00 AM
If you choose Custom, a pop-up window will open with the following options:
- Date – select the date when the reminder should be sent
- Time – select the exact time when the reminder should be sent
- Who will be notified – by default, it’s all users subscribed, but you can add or remove people by clicking on the user icon
- Comment – optional text that will be shown with the reminder
- Step 7: Once you’re done, click Save
- Video tutorial: https://vimeo.com/1123292807
The reminder will now appear in the right-side menu under Reminders and will be sent at the selected time.
How can I set a Custom Reminder in a Note?
- Step 1: Click on a desired project from the Projects page
- Step 2: Open the Note where you wish to set up a reminder
- Step 3: In the right-side menu, scroll all the way down
- Step 4: Click on the + icon next to Reminders
- Step 5: Click on Custom
- Step 6: A pop-up window will appear with the following fields:
- Date – select the date when the reminder should be sent
- Time – select the exact time when the reminder should be sent
- Who will be notified – by default, it’s you, but you can add more people by clicking on the user icon
- Comment – optional text that will be shown with the reminder
- Step 7: Once all fields are filled, click Save
- Video tutorial: https://vimeo.com/1123293565
The reminder will now be created and displayed in the right-side menu under Reminders, with all selected details.