How do I update and delete notes?

Updated on January 16, 2017 09:34PM by Admin

Notes are nothing but a brief record which is kept in a written form related to the objects. Notes appear in every applications. For instance, let’s take Projects App. 

Steps to Update Notes

  1. Log in and access Projects app from your universal navigation menu bar.
  2. Click on "All" under "By Status" located in the left navigation panel.
  3. You can view projects list, in which select the project in which you need to update notes, by clicking on "More Details (...)"
    view all projects
  4. Click on "Notes" tab present in the overview page of the project.
    click on notes tab
  5. Notes related to the project will appear at the bottom. Now, click on "Expand" icon.
    click on expand icon
  6. The "View Notes" popup appears, in which you can modify notes.
    view notes popup
  7. All changes will be updated automatically.
  8. Note: You can also delete notes, if needed. Follow this link to delete notes: https://www.apptivo.com/answers/questions/12901/how-to-delete-a-note

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