Project Notes

Notes are text documents related to the project. Notes help you to keep the important information related to the project such as:

  • Links to all related materials.
  • Attached files and pictures.
  • List of important contacts related to project.
  • Reports from meetings.
  • Wiki and know-how related to project.
  • Descriptions of processes and manuals.
Recommendation

Do not share passwords in notes. Password manager apps are way better for this.

Detail of a project note.
Detail of a project note.

How to create a note

Go to project detail and select section Notes. Add new note via green plus button. 

On the project detail go to the section Notes.
On the project detail go to the section Notes.

You should name the note, write everything you need and you can also attach files and pictures to the note directly. It helps you keep client’s contact details, project assignments or ideas at one place.

Click on green + icon and create new note.
Click on green + icon and create new note.

Add and pin a note to To-Do list

You can create a new note directly in a To-Do list. At the bottom of To-Do list is a button Add task. Click the arrow icon on the right > Add and pin note…

How to add a new note directly to To-Do list.
How to add a new note directly to To-Do list.

A form appears where you can select an existing note or Create new note… Just enter the note name and click Pin the note. It is immediately pinned at the top of the To-Do list.

Example of adding and pinning a note to To-Do list.
Example of adding and pinning a note to To-Do list.

Note editing

Any user who has the access to the note can also edit it. There is a preview and editing mode. Go to note detail and choose Edit note in right column.

Go to Edit note in right column.
Go to Edit note in right column.

Each note also has a Version history below Edit note. Anytime the note is edited by anybody Freelo shows the new version. You cannot lose any written information and there is option to renew them.

Version history of the note.
Version history of the note.

Features of notes

Pin the note to the project

As the note is pinned to the project, it is visible in the Project Detail. This makes note visible at a glance. It is good to pin the project assignment or other important details.

  1. Set up project sections. Go to a particular project, click on the settings icon on the right and select Set project sections and choose the sections you want to see.
  2. Pinned note is displayed with yellow icon and it redirects you to the note. Add new item via green + button.
Set up project sections and pin important links to the project.
Set up project sections and pin important links to the project.

Pin a note to To-Do list

The pinned note appears as another item in To-Do list. Thanks to the note you can have an assignment or discussion to the whole To-Do list.

Notes pinned to To-Do list.
Notes pinned to To-Do list.

A note can be written when adding a new To-Do list or anytime later via Notes > Pin to To-Do List…

Go to note detail and select Pin to To-Do list in right menu.
Go to note detail and select Pin to To-Do list in right menu.
TIP: Pin the note to project

Note is great way to highlight and summarise important information to work on the project. Go to note detail and choose Pin to project. Note appears on project detail.

Switch the view

Go to the section Notes in the particular project. Default view is set for small previews of the notes. Via the icon in right corner you can switch between listing and icons next to each other.

Switch preview of notes to listing.
Switch preview of notes to listing.

Access to the note

When adding a new note it is visible to all users invited to the project. The project captain can select users who can or cannot see the note. In the right menu go to section Access to note has… and click on figure icon.

Set up user access to the note in the right menu.
Set up user access to the note in the right menu.

Discussion and comments

Under the note is place for comments and discussion which works just as in tasks. You can notify other users via @mention, attach files and format the text.

Example of the discussion under the note.
Example of the discussion under the note.
Share files and mention you teammates.
Share files and mention you teammates.

Follow the note

You can follow the note permanently as well as a task. Thanks to that no new comments or update cannot be missed. In right menu click on Follow note.

""Delete note at the end.

How to delete the note.
How to delete the note.
Updated on 27.12.2021

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