To write a new Note, click on the Actions Menu of any heading, line item or folder and select Notes.

ProTip: If you are using a custom column with the Last Note value, you can add a new note directly by clicking "Click to add note" if there are no existing notes.

A chat window will appear, allowing you to see all the exchanged notes for the selected checklist item.

Write a new note in the text box and apply the desired formatting. Once you have finished, click Send.

Your notes can contain links, bulleted or numbered lists, links, and Bold and Italic text.
Additionally, after being submitted, your notes can be edited and/or deleted.

Keep in mind that all edited and deleted notes will be clearly marked in the note history.

After someone has written the first note on a checklist item, a Chat Bubble Icon will appear on the checklist. You can access notes by clicking on that icon.

Did this answer your question?