Notes Page

Taking Notes

The Notes Page is where you can take notes relating to your projects and assign action items to team members. Project Notes is designed for easy integration with other applications. For compatibility, Project Notes stores notes as HTML in the database.

Opening Meeting Notes

The list on the left side of The Project Notes Page displays all of your notes for the project. By default the most recent meetings display at the top.

To open meeting notes:

  1. Double-click on the meeting in the meeting list.

Creating a New Meeting

When you create a new meeting, the current date is automatically populated and a default meeting title is assigned.

To create new meeting notes:

  1. Select New Item from the Edit menu.
  2. Type in the Meeting Title.
  3. Type in the Date.
  4. Check Internal if the meeting notes are not intended for client reports.
  5. Double click the meeting row counter to open the Notes Page.
  6. Type meeting minutes in the Notes text box.

Copying the Title and Attendees From a Previous Meeting

In many cases your meetings will have the same Attendees and Meeting Title. The copy feature in in Project Notes will copy the Meeting Title and Attendees.

To copy a meeting:

  1. From the Notes tab, click a cell in the notes row to select it.
  2. Select Copy Item, From the Edit menu.

Assigning Action Items

Meetings should result in Action items. Project Notes considers Action items and Tracker Items to be the same information. When you assign an Action item in a meeting, the type on the Action/Tracker Item is automatically set to Action. The Identified By information is also set to the Managing Project Manager specified in the Project Notes Preferences. The Date Identified is set to the current date, and the Priority is set to High. The Action/Tracker Item is automatically associated with the meeting and the project. You can change the type in the Action Item Detail Page or the Item Tracker Page. You can also add notes about activity related to an Action/Tracker Item in the Action Item Detail Page. To access the Item Tracker Page, double-click the row counter on the Action Item.

To assign an action Item:

  1. From the Notes Page, click the Action Items tab.
  2. From the Edit menu, click New Item.
  3. Type in the Item Name.
  4. Choose the Team Member in the Assigned To column.
  5. Choose the Date Due, if needed.
  6. Check Internal if the item is not intended for client reports.

To delete an Action Item:

  1. Click a cell in the client row to select it.
  2. Select Delete Item from the Edit menu.
  3. Click Yes to confirm the deletion. Note: You may not be able to delete the item if it is associated with other project information. In this case clicking, Yes opens the Search Page. The File Menu topic explains how the Search Page works.

To edit an action Item:

  1. Click the Action Item in the list.
  2. Type in the Item Name.
  3. Choose the Team Member in the Assigned To column.
  4. Choose the Date Due, if needed.
  5. Check Internal if the item is not intended for client reports.

Recording Attendees

It is important to record who attended a meeting to make sure the team is communicating effectively.

To add a meeting Attendee:

  1. From the Notes Page, click the Attendees tab.
  2. From the Edit menu, click New Item.
  3. Choose the Team Member.

To delete an Attendee:

  1. Click a cell in the client row to select it.
  2. Select Delete Item from the Edit menu.
  3. Click Yes to confirm the deletion.

To edit an attendee:

  1. Choose the Team Member.