PROJECTS: Project Notes

What are Project Notes?

Project Notes store important details tied to your projects. You can record personal observations, private thoughts, public information, formal documentation, research materials, and meeting summaries all in one place.

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Accessing Project Notes

Start by going to Projects > Projects in Unificus.

Select the project where you’d like to view or create notes, then select the Notes tab from the top menu.

You’ll find a complete list of all saved notes. Clicking any note opens a side panel where you can read its contents and view or add comments.

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Creating a New Note

Begin by navigating to Projects > Projects in Unificus.

Choose your project and select the Notes tab at the top.

Click Add Note.

Fill in your note details and select Add to publish it immediately. If you’d prefer to finish later, choose Save Draft instead.

Title: Give your note a descriptive name.

Note: Enter the main content or body text.

Visibility: Set who can access this note—pick Private (just you), Public (all project members), or Shared with… (you plus selected staff or contacts).

Note Date: Assign a date to the note. You can use any past or future date.

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Adding Comments to a Note

Go to Projects > Projects in Unificus.

Open your project and click the Notes tab.

You’ll see your saved notes listed. Select any note to open its details panel on the right side, where you can read it and add comments.

Type your message in the comment field and click Add Comment.

Your comment becomes visible to everyone with permission to view that note.