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