How To Use Task Notes

While planning your project, or tracking progress on tasks, you may wish to add Notes. This can help you to provide requirements, specifications or any additional information that can help your resources accomplish the work required on a task. For example, in the schedule, a task can have notes added to let resources know that approval is required before they can begin their work. When generating reports, you can produce a table that shows you the task names along with the information that you’ve placed in the notes.

The View Schedule page of a project provides Set links for adding notes. Click these links to open the Notes pop-up window. There, you can provide your note, and click Save Changes. After closing the window, you’ll notice that the Schedule View page displays a plus sign to tell you that notes have been added to the task.

Click the plus sign to re-open the popup window to view and edit the notes. By continually updating the notes, you can provide ongoing status information. If you need to delete the notes from a task, simply edit the note by removing all of its text.

See related video: Using Task Notes