Notes

Notes allow you to document important information, updates, and context directly on people and projects.

Key capabilities:

• Add timestamped notes to any person or project

• Mention other users with an @mention to notify them via email

• Create private notes visible only to users with confidential field permissions

Eligibility/Prerequisites

Permission required: Edit People or Edit Projects (depending on where you're adding notes)

For private notes: Users must have permission to view confidential fields

How to Use

Adding Notes from a Profile

From a Person Profile:

1. Navigate to People and select the person

2. Locate the Notes section on the right-hand side

3. Click in the text field and type your note

4. To mention a user, type @mention followed by their name and select from the list

5. To make the note private, check Make note private

6. Click Add Note

From a Project Profile:

1. Navigate to Projects and select the project

2. Locate the Notes section on the right-hand side

3. Click in the text field and type your note

4. To mention a user, type @mention followed by their name and select from the list

5. To make the note private, check Make note private

6. Click Add Note

Using @ Mentions

When you mention a user with @mention, they receive an email notification that directs them to the profile where they were mentioned. .

To mention someone:

1. Type @ in the note field

2. Start typing the user's name

3. Select the correct user from the dropdown

4. Continue writing your note

Creating Private Notes

Private notes are only visible to users with permission to view confidential fields. To create a private note:

1. Write your note as normal

2. Check the Make note private box before submitting

3. Click Add Note

Private notes display a lock icon to indicate their restricted visibility.

Viewing Note History

All notes appear in chronological order within the Notes section of each profile. Each note displays:

• The author's name

• Date and time stamp

• Note content

• Privacy indicator (if applicable)

• Any mentioned users (highlighted)

Common Workflows

Documenting a staffing decision: Add a note to a project explaining why a specific person was assigned to a role, mentioning the project manager to keep them informed.

Recording availability changes: When someone requests time off or has a schedule change, add a note to their profile with details and mention their manager.

Tracking project updates: Document scope changes, client feedback, or timeline adjustments on the project profile, mentioning stakeholders who need to know.

Following up on certifications: Add a private note to a person's profile when you contact them about an expiring certification, creating a record of the interaction.

Coordinating across teams: When multiple departments are involved in a project, use @ mentions to notify relevant team members of updates or required actions.

Common Questions