ProjectLoad Blog

3/9/2006

Making Notes Easier to Find

Filed under: — Jonny Roller @ 7:12 am

Depending on the options provided by your administrator, you may be able to attach notes to projects, phases, activities and timesheet entries. The notes can be put into different categories such as “status report” or “team notes” to help organize them. To make these notes even more useful a new icon has been added to the system that will place a small “post it” icon on any object that has a note attached to it. The notes pop-up window already allows you to decide how to filter the notes. For example, if you are looking at notes for a specific phase, you will see all notes attached to the project, the phase, all of the activities under that phase and even the timesheet entries for the activities under that phase. By changing the search conditions on the pop-up window you can filter the notes to only look at the levels you are interested in.

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