Skip to main content

Add Project Notes


To add project notes on the Projects tab in the company's Portfolio tool.

Things to Consider

  • Required User Permissions: 
    • 'Admin' level permissions on the company's Portfolio tool.
  • Additional Information:


  1. Navigate to the company's Portfolio tool.
  2. Click the Projects tab.
  3. Click the list icon-view-list.png icon.
  4. Click into the editable field in the Notes column for the relevant project.

  5. Click anywhere on the screen outside of the field. Your changes are saved automatically.