Add a note
You can add notes quickly from timelines or from the global add menu. Here's how.
Andi Ancheta avatar
Written by Andi Ancheta
Updated over a week ago

Add a note

A note can be added from the global add menu, which appears in the top right corner throughout the app. When you are creating a note you will be able to attach it to a contact or work, assign it to yourself or a colleague, and add start and due dates.

You can also post a note directly to a piece of work or Contact, by clicking the button at the top of the timeline.

A note can then be added to multiple timelines to increase visibility, just go into the note's information tray, go to the timelines section and add the appropriate timelines.

You have the option to give your note a title, and can communicate with colleagues by adding comments to the note.

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