Add Project Notes

Things to Consider

  • Required User Permissions:

    • 'Admin' level permissions on the company's Portfolio tool.

  • Additional Information:

Steps

  1. Navigate to the company's Portfolio tool.

  2. Click the Projects tab.

  3. Click the list Icon View List icon.

  4. Click into the editable field in the Notes column for the relevant project.

    Portfolio Project Notes

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

See Also

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