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.


Select the Notes tab.


Type the text of the note you want to add, then select the Add this 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, just select the Edit link for that note.


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


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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