Overview

Notes allow users to easily communicate within the specific photo, file, project or task that they are working on. If any of these require discussion or simply a dialogue to achieve a better context, you can have this within the specific note thread. Notifications will be sent for all those involved in the thread, so discussions can happen in real time and only between those that are involved.

Where can you add notes?

You can add notes to any of the following:

  • Projects
  • Tasks
  • Files
  • Forms
  • Issue Logs
  • Photos


How to add notes to projects or tasks - Mobile

  1. Navigate to the project or task that you wish to add a note to
  2. Once you are there, click the ‘+’ icon in the bottom centre of your app
  3. Select “add note”
  4. Simply type your note and send it. Use any formatting you can see at the bottom of your note.
  5. If it needs to go to someone in particular - tag them with an @ to make sure they’re notified specifically of the message.


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