How-to Add Notes to a Task

  1. Click the Projects tab in the MyBar.
  2. Select the Project that contains the Task you wish to add a “Note” to.
  3. Next, select the Task section from the the Sections Bar.
  4. From the Task tile, click the “Notes” icon, located on the top-right corner.
  5. Click the “Add New” button.
  6. Populate your note as required.
  7. Upon completion, click the "Save" button.

Note: The same process would also apply when adding notes to Stakeholder related entries as well.


If you need further assistance, please submit a Ticket or contact your Customer Success Specialist directly.

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