Add a note

A note can be added from the global add menu, which appears in the top right corner throughout the app. When you are creating a note you will be able to attach it to a contact or work, assign it to yourself or a colleague, and add start and due dates.

You can also post a note directly to a piece of work or Contact, by clicking the button at the top of the timeline.

You have the option to give your note a title, and can communicate with colleagues by adding comments to the note.

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