Manage Projects › Update Project Data › Add Notes

Add Notes

Notes let you record project-specific information for yourself or for other staff members. Use the Notes tab on the Project Properties, Task Properties, and the Resource Properties dialog boxes to record the information. You can view, add, edit, and remove notes. You can also change the notes categories, as well as see historical comments. Before adding a note, you can check it for spelling errors.

To add a note

1. From the Project Properties, Task Properties, or the Resource Properties dialog box, click the Notes tab.

   The Notes tab displays.

2. Do the following:
   1. Enter the note in the text box.
   2. Enter or select a category to which the note is associated from the Category drop-down.

      Note: If you add a new notes category, you must specify a global file location to make it available for future use.

   3. Click Add.

   The note appears as the last item in the History grid.

3. Click OK.

   The dialog box closes.

More information:

Update Project Data

View a List of Notes

Edit Notes

Define Note Categories

Associate Notes to Note Categories

Delete Notes

Define Open Workbench File Location Options