Adding Notes to a Project

Modified on Thu, 22 Aug at 4:07 PM

WorkGuru allows you to record notes against a particular project that are available for other staff to view. To add the note, click on the Notes tab of the project's detail page.

Enter the note in the box and click Add Note.

If you no longer require the note, click Delete to remove it from the project.

If the project is linked to a Quote or a Lead, any notes added to either of those transactions will also be viewable in the project.




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