How do I add a Note and link it to a Project?

How Do I Add a Note and Link It to a Project?

Overview

Notes in Contractor Foreman are a simple way to record important information, updates, or reminders related to your projects. Linking a note directly to a project ensures that it stays organized and accessible to your team.

Steps to Add and Link a Note

1. Go to the Notes module.
   Navigate to Main Menu → Notes.

2. Create a new Note.
   Click Add New to open the note creation window.

3. Select the related Project.
   In the Project field, choose the project you want this note associated with.

4. Enter your Note details.
   Add your subject, description, or any additional information relevant to the project.

5. Save the Note.
   Click Save. The note will now be automatically linked to the selected project.

Tip

Linked Notes can be viewed directly from within the Project Details screen, keeping all related communication and documentation in one place.