Write a Note

Writing a note (a vine) is the primary way we recommend for users to communicate with team members. Notes, along with tasks, deadlines, and emails, appear in the Activity of a case. Because notes can be added to with further notes, tasks, etc by multiple users, notes are also known as a Vine. 

To write a note, first find the project using the search bar in the upper right-hand corner of your screen. This will bring you to the Activity of the project. From there, click on the textbox that says, “Write a Note,” and enter the text of the note. Select “Create” to post the note.

Once the note is created, you and other users can do any of the following: 

• Add additional comments.

• Convert it into a task with a due date and reminders.

• Move to or copy it to another project.

• Make edits or changes.

• Print a copy.

• Pin the note to the top of the activity, which requires Project Admin status.