How to add a New Note & Link it to a Project?

In Contractor Foreman, you can create and manage notes and link them directly to a project, enhancing your project management workflow.

Create a New Note from the Notes Module

From the Main Menu, navigate to the Notes module. Click the + icon located on the left-hand side of the Notes screen to create a new note.

In the Project field, you will see the option to link the note to a specific project. This step is optional, and you can choose to leave this field blank if the note is not related to any project. If you want to link it to a project, select the desired project from the drop-down list.

Title: Give your note a descriptive title.
Status: By default, the status is set to Open. You can change this status as required to Closed.
Priority: Set the priority of the note as Low, Normal, or High depending on its importance.
Add Notes: Input the details or description you want to include in the note. You can also add multiple note records.
Tags: You can assign tags to categorize the note further for easy filtering and searchability.
Attach Files: Attach any relevant files or documents to your note for better documentation.

After filling in all the necessary details, click Save to finalize and create your note.

Create a New Note Directly from a Project

From the Main Menu, go to the Projects module and open the specific project to which you want to add a note. Once inside the project, locate the Documents tab from the left panel.

Scroll down to find the Notes section within the Documents tab. Click on the + Note button to add a new note. When creating a note from within the project’s Documents tab, the note will automatically be linked to that project. The Project field will already be filled with the project name, saving you the extra step of manually linking it.

As with creating a note from the Notes module, fill in the Title, Status, Priority, and Add Notes fields. You can also assign Tags and attach any necessary files. After finalizing all the information, click Save to create and link the note to the project.