Help Center

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.

Creating Notes #

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Open the Notes tab in a project.

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Click +New note.

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Enter a title.

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Enter the text.

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You can also:

Click the A icon to bring up formatting or insert images.

Attach files to the note. Choose subscribers to set who’ll be notified about updates. Hidden from clients if you don’t want your clients to see it.

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Click Create Note.

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

Writing Together #

Notes are great for collaborating on texts and keeping track of all changes.

  • 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.

Organizing Notes #

Just like in your everyday work, ActiveCollab lets group notes by creating a stack.

  • Drag and drop notes on top of each other.
  • The first note will become the cover page of the collection.
  • Open the collection to select and reorder notes.
  • Click Remove this note from collection to remove the note from the stack and put it on its own.
  • Click the Trash icon to delete the note from the project.

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