Adding or editing project or project phase notes

IMPORTANT  For important information about notes, refer to Using notes in Autotask.

To add or edit a project note or a phase note, do the following:

  1. To open the page, use the path(s) in the Security and navigation section above.
  2. Open the New Note page from the parent entity and populate the following fields:
  1. Click Save. The note is added to the Notes table of the entity.