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 +New note button on the right,
- Enter a title,
- Enter the text.
- 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.
- Click Create Note,
- 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.
