Knowledge Base Getting Started Frequently Asked Questions

How to add a note to a project

This article explains how to add a note to a project in FreeAgent.

Adding a note

Navigate to the 'Work' tab at the top of the screen and select 'Projects' from the drop-down menu.


Select the relevant project from the list.


Select the 'Notes' tab.


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


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, select 'Edit' next to the note.


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


Deleting a note

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


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


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