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.

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Select the relevant project 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 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.

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Editing a note

To edit a note, select 'Edit' next to the note.

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Make the changes, then save them by selecting 'Update Note', 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 'Delete' to remove the note.

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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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