Summary:
You can view notes by project, to find notes relevant to the projects you are working on, or by user, to see only those project notes entered by a specific user.  If you want to review or update one of your own project notes, it is recommended that you view project notes by user to locate your own notes quickly and easily.

To view notes by project or by user:

  • Select Project from the top menu and select List Notes by Project from the side menu.

  • The Filter by Date page allows you to list all project notes, or filter the project notes based on a specific time period.  If you are working with a very large list of project notes, you may want to filter the list.  You can filter the list for any period of time.

  • When you are ready to view a list of project notes, click the List Project Notes button at the bottom of the page.

To view notes by user:

  • Select Project from the top menu and select List Notes by User from the side menu.

  • The Filter by Date page allows you to list all project notes, or filter the project notes based on a specific time period.  If you are working with a very large list of project notes, you may want to filter the list.  You can filter the list for any period of time.

  • When you are ready to view a list of notes by user, click the List Project Notes button at the bottom of the page.