Skip to main content
How can we help you today?

Our Knowledge Base contains the answers to more than 500 previously asked questions.

Create a Ticket Schedule a Training

Basics of Notes

< All Topics


To Create a Note.


Notes is a handy tool, it can be used to note down little things that need to be taken care of or to remind you to do.

Points to Remember:

Required fields are marked with an Asterisk (*.)

To save your work, click the blue Save button.

To edit the record, click the green pencil icon in the upper right corner.

Deleting Items can only be done by a person with Admin Rights or if you are given access to do so.

If a Note need to be Deleted, you can do so by clicking on the Action button at the bottom of the page on the right.

Steps to Create a New Note:

  1. Navigate to Main Menu.
  2. Click on Notes
  3. Click on the Plus button on the top left.
  4. Enter the following information:

  • Project: Select from System List.
  • Title: (Mandatory)
  • Status: Select Open or Close.
  • Priority: Select the level of Priority for this Note
  • Note: Add the Note that is relevant to the Project
  • Make Private: Check Box – Visible Only to Me.
  • Add an Attachment: Upload all Photos & Files in link to this Project. (On the phone or Tab this would be a Camera button so just click away & it will upload here automatically)

Remember that this Note can also be viewed in the Daily Log>Notes tab and under the Project>Notes Tab.

Read the article Basics of Daily Logs

Was this article helpful?
0 out of 5 stars
5 Stars 0%
4 Stars 0%
3 Stars 0%
2 Stars 0%
1 Stars 0%
How can we improve this article?
Please submit the reason for your vote so that we can improve the article.