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.
Creating Notes
- Open the Notes tab in a project.
- Click on Create Note or the Add button in the upper right corner.
- Enter a title.
- Enter the text.
- You can also:
- Attachments - add files to the note.
- Subscribers - choose who'll be notified about new comments.
- Hidden from clients - this option allows you to hide certain notes from users with the Client and Client+ roles.
- Pinned to top - pin important notes on the top of the page.
- Click Create Note.
Pinning Notes
- Open the Notes tab in a project.
- Click on the three dots ''...'' on the right side of a note.
- Check the Pinned Note box.
Duplicating Notes
- Open the Notes tab in a project.
- Click on the three dots ''...'' on the right side of a note.
- Click on Duplicate.
Writing Together
- Editing and saving a note creates a new version.
- To see an older version simply select it on the Versions list.
- All the changes are highlighted in relation to the older version.
How to access logs in Notes?
- Open the Notes tab in a project.
- Click on the three dots ''...'' within the desired note.
- Click on Access Logs.
The Access Logs provides the information on who opened the note.
How to create a notebook and move notes into it?
Just like in your everyday work, ActiveCollab lets you group notes by creating a Notebook.
- Open the Notes tab in a project.
- Click on Create Notebook on the top right.
- Enter the name of the notebook.
- Click on the three dots ''...'' within the desired note.
- Click on Notebook and choose the desired notebook.
How to change the view and sort notes?
- Open the Notes tab in a project.
- Choose between the List and Grid view.
- Notes can be sorted in ascending and descending order by:
- Name,
- Activity,
- Creation date.
