Notes is a section in the project, that allows you to create documents such as logs, meeting minutes and reports, to save all is considered relevant in the project.
In a note, you can Add Action Items, which are actions or objectives for specific dates. There, you can label who is going to perform what actions, register the decisions that were made, and attach the relevant documentation.
1. How Notes works
The first information that you can fill in is the name of the note, date of the meeting, type, and the group to which they belong or may belong. They are not all mandatory is just a good practice to fill them all to avoid inconsistencies.
Don't forget to add the participants!
If you forgot it you can add it later, even after saving the note.
1.1. Types of notes, participants and groups
Choose the type of document to create: a simple note for yourself, a report, or a meeting minute. You can also create a log for project managers.
A Meeting Minute is the main type of note because it has a formal character. If there are no comments or changes for after 48 hours sent, all the topics covered in this note will be assumed as accepted by all parties.
You will also be able to group them into a set of notes, either private for the use of people who are part of the same project or public for the whole company.
Even if you haven't created the group yet, you can do it directly from the note. You only have to indicate if it is private or public, write a brief description, and of course, the name.
Besides, there is a section for the participants, who are or may be part of a project or meeting. You can find them by name or e-mail in the search engine.
1.2. Text box
Endless characters to add! Choose the fonts and colors you want..
1.3. Action Items and Decisions
Quickly upload them, press the ENTER key, and going down the line by line to be more efficient. The same process for making decisions..
1.4. Attaching Files
Add all the documentation you consider necessary to carry out the projects. So that nothing is missing!
When an action item is completed, you have to publish again to notify this.
1.1. Notes Dashboard
Published and unpublished notes are on the dashboard.
On this dashboard, you can find the button that will allow you to load a new note. You also found one using the searching function. Use the Mine button to filter the notes that you have created or participated in it. Otherwise, select The button All.
You will also be able to filter the search by type of note. You only need to click on the check and click on the blue button to carry out the filter, whatever it is that you have used..
1.2. Action items Dashboard
You will find the action items assigned to you or not, and the status of these.
Slight differences between the behavior of the buttons:
If you click on MINE, the dashboard will show you action items that you have created and those assigned to you. If you click on ALL, all the action items will appear.
We will only focus on the differences, since they work very similarly:
If you click on MINE,this will filter the search for action items that you have created as well as those that have been assigned to you. If you click on ALL, all the action items will appear.
With this filter you can filter the search by note; the only difference is that only published notes will appear.
1.3. Groups dashboard
With the Groups, you can find the notes grouped into sets. These groups can be public or private. Create groups for different kinds of content, people, or goals in the project.
This buttons works in the same way as the rest of the dashboards.
1. How permissions works
Permissions are used to restrict and enable the scope of notes.
In the permissions form, you have several options that you can use.
You have the possibility to allow your own notes to be visible publicly or not.
You can set general options for all the companies. Some options could be: if they are allowed to view, edit, or don’t have access at all.
If you want to do a personal note but let just a few people know about it, you can add them in the section of special permissions. Write the name of whom you want to give that permission to, and select it.
If they're not aware that you're giving them those special permissions, don't forget to notify them!