The Projects - Notes tab (previously known as minutes) is where we group and display ALL Branch Project Notes and Branch Client Project Notes for your entire business. It is a great way to view, add, export or print all notes with filters for certain keywords like a client's name, projects, project manager and dates.
Branch Project Notes
Note: Project Notes are internal only, so anything written here is visible to your branch staff AND contractors with permission. Clients do NOT see these notes.
Once you have clicked on the Project Notes sub-tab, you can add a new Project Note by selecting the '+ Note' button. This will open a pop-up menu asking you to select which project you want to add the note for.
Once you have completed your note, you can attach a file and/or just Press Save.
- You can search and filter your notes by note content, the project reference, project manager or the date the note was created.
- With editing permission, you can also
- Add attachments to existing notes via the paperclip icon
- Edit an existing note with the pencil edit icon
- Delete an existing note with the red trash can/delete icon - You can view existing attachments by clicking on the name of the attachment under a note
- Clicking on the blue Client name link will take you to that client's profile
- Clicking on the blue Project reference link will take you to that project's overview
- You can export your notes to a CSV or print your notes as a PDF document
Furthermore
- The Project's drop-down menu will show all projects in your branch that are not Closed for you to add a new note to
- The pink Company Client icon indicates that the project belongs to your head/support office client
- The purple Organisation icon indicates the project is not for a single person but an organisation/school/trust, etc
Project Notes
You can also add Project Notes within each project. Clicking on the Projects button, searching for your project via your Project search, then clicking on their blue Project link. This will open their project profile where you can also add your project note. Adding a note here will also appear on the Branch Project Notes page.
Branch Project Client Notes
Note: Project Client Notes ARE shared with your client, so anything written here is visible via their client login and email notifications if this is turned on.
Once you have clicked on the Project Client Notes sub-tab, you can add a new branch Project Client Note by selecting the '+ Note' button. This will open a pop-up menu asking you to select which project you want to add the note for. Once you have completed your note, you can attach a file and/or just Press Save.
- You can search and filter your notes by note content, the project reference, project manager or the date the note was created.
- With editing permission, you can also
- Add attachments to existing notes via the paperclip icon
- Edit an existing note with the pencil edit icon
- Delete an existing note with the red trash can/delete icon - You can view existing attachments by clicking on the name of the attachment under a note
- Clicking on the blue Client name link will take you to that client's profile
- Clicking on the blue Project reference link will take you to that project's overview
- You can export your notes to a CSV or print your notes as a PDF document
Furthermore
- The Project's drop-down menu will show all projects in your branch that are not Closed for you to add a new note to
- The pink Company Client icon indicates that the project belongs to your head/support office client
- The purple Organisation icon indicates the project is not for a single person but an organisation/school/trust, etc
Project Client Notes
You can also add Project Client Notes within each project. Clicking on the Projects button, searching for your project via your Project search, then clicking on their blue Project link. This will open their project profile, where you can also add your client project note. Adding a note here will also appear on the Branch Project Client Notes page.
