Create and open project notes

Keep written context linked to the work it supports.

  1. Open a project’s Notes view.
  2. Select New note if you have permission.
  3. Edit the note in the Notes app that opens.
  4. Return to the project’s Notes view to find it again.

The project opens the same note record used by the Notes app. It does not maintain a separate project copy. Use notes for decisions, meeting context, or information that is longer than a task update.

Unlinking a note from a project removes the project relationship. It is different from deleting the note itself.

If a note is missing, check whether it was unlinked, deleted, or belongs to another project. If an editor opens in a new tab, allow the browser to open it. Do not assume every note automatically becomes visible to every member just because the project has been shared.