Notes are text documents for a project. Their main function is to keep important information about the project as for example:
- Links to every related materials
- List of important contacts for the project
- Notes from the meeting
- Wiki or specifics of the project
- Descriptions of process and manuals
How to create new note
On detail of the project is section Notes where via green plus button you can create new note.
Notes have preview and editing modes and also history of versions. Anytime the note is edited by anybody Freelo adds the new version. You cannot lose any written information and always get them back.
Pin the note to the project
The note will show up on the detail of the project as a pinned information and will be more visible. It is good to pin the project assignment.
Pin the note to the To-Do list
The pinned note will appear as another item list. Thanks to note you can have an assignment or discussion to the whole To-Do list. Note can be written when adding a new To-Do list or anytime later via Notes > Pin to To-Do List.
Restrict access to a note
The basic note is visible to all users. The project captain can select people who will see the note. If you want to set up the access click on the plus button icon. In the list, you select the users who will see the note.
Discussions / Comments / Files at a note
You can discuss under the note the same way as in tasks. You can mention people that sends notification to users or attach files to make complex assignment with background documents.
Follow the note
You can follow the note permanently as well as task. Thanks to that no new comments or note updates cannot be missed. In right menu click on Follow note.
Share the note
As well as task you can send the note to anyone via the secret public link. Use right menu and select Share via public link…