Knowledge Base Getting Started Frequently Asked Questions Webinars

Add a note to a project

You might want to add a note to a project in FreeAgent for some additional information to share with your colleagues, such as to let them know which system to use for this particular project.

Adding a note

Select Projects from the Work menu, then select the project’s name from the list.

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Select the Notes tab.

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Type the text of the note you want to add, then select the Add this Note button.

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Once you’ve done this, you’ll see the latest note added to the top of the list of notes for that project.

Editing a note

To edit a note, just select the Edit link for that note.

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Make the changes, then save them by selecting the Update Note button, or close without saving by selecting Cancel.

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Deleting a note

And if a note is no longer required, say once a stage of the project has passed, select the Delete link to remove the note.

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The software will double-check that you're sure you want to delete the note. Select Yes if you're sure or Cancel to keep the note.

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