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How do I write notes on a project and flag one as urgent?
Where notes are written, how to flag one as urgent, how to mention a teammate and who can change what.
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How do I write and reply? What happens to an urgent note? Where do I find all the notes? Who can do what?Notes are always written inside a project: on the project's Notes tab, or in a work item's own thread. Only the office that owns the project can see them — never a partner office.
How do I write and reply?
Type in Write a new note…, attach a file if you like, and press Post. Typing @ mentions someone in the office, who is notified (when the office has a team). Reply answers a note — replies go one level deep.
What happens to an urgent note?
Mark as urgent notifies the project's lead, the work item's assignee and the office's management, and puts the note in the Urgent notes panel on their Home page. While it stays open it is brought up again after 3 days, then every 7. Completed closes it and lets the author know; Reopen opens it again.
Where do I find all the notes?
Daily → Notes lists every project that has notes, and you can open any of them in place. The All, Open, Urgent and Resolved tabs, the search and the author and date filters help you find an old conversation. A new note is written from the project itself.
Who can do what?
| Action | Who |
|---|---|
| Note, reply, urgent, completed | anyone with the notes permission (table below) |
| Editing or deleting your own note | always you |
| Editing or deleting someone else's | the office's management, with the notes permission |
| Permission | Office Owner | Office administrator | Project manager | Technical staff | Secretariat | Accounting | Website manager |
|---|---|---|---|---|---|---|---|
| Create and edit notes | yes | yes | yes | yes | yes | yes | yes |
A deleted note goes to the Trash together with its replies.