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Writing Notes

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


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.
The pinned note will be displayed on top of the Notes page, allowing easy access to important notes.


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.

Can’t find your answer?

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