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

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

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.

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