Project Notes
Project notes are a place to record information about a project — decisions, references, credentials, or anything the team should keep. Notes can be public to the project team or private to specific people, and can even be password-protected.
Where to find it›Projects and click the Notes tab.
How to add a note
- Open the project and go to the Notes tab.
- Click Add Note.
- Enter a Note Title.
- Choose the Note Type — Public or Private.
- If Private, choose who can see it and set any extra options (see below).
- Write the note in the Note Detail editor.
- Click Save.
Fields
| Field | What it does | Required |
|---|---|---|
| Note Title | The name of the note. | Yes |
| Note Type | Public (visible to the project team) or Private (visible only to chosen people). Default: Public. | No |
| Employee | When Private, the people who can see the note. | Yes (when Private) |
| Visible to Client | When Private, lets the assigned contact see the note too. | No |
| Ask to Re-enter Password | When Private, requires the viewer to confirm their password before opening the note. | No |
| Note Detail | The body of the note. Supports rich text and @mentions. | No |
Public vs private notes
- Public notes are visible to everyone on the project (subject to view permissions).
- Private notes are visible only to the employees you select, plus the contact if you enable Visible to Client.
- Turning on Ask to Re-enter Password adds an extra confirmation step before the note opens — useful for sensitive content.
Permissions
- View project note — to see the Notes tab.
- Add project note — to create notes.
Tips
- Use a Private note with Ask to Re-enter Password for sensitive information you want extra protection on.
- @mention teammates in the note detail to draw their attention to it.
- The Note field on the new-project form creates a first note for the project automatically.