Managing Notes for Project Worksteps

You can add notes for project worksteps by doing the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Projects under Workstream.
  2. Open a workstep view that contains the worksteps you want to work with.
  3. Select one or more worksteps in the grid, and then click Open in the Edit group on the Home tab or right-click and select Open from the menu.
  4. Click the Notes tab.
  5. Enter your note text in the field.
  6. Click OK.