Step-by-Step Guide to Managing Tasks and Notes in Your Project Dashboard

STEP 1: Click on "Work" to Access Your Dashboard

• Navigate to the sidebar menu.
• Click on the Work link to view your tasks and projects.
• Ensure you are on the Dashboard page for context.
• After clicking, you will see an overview of your tasks, projects, and follow-ups.

STEP 2: Click on "Projects" to Access Project Overview

• Navigate to the left sidebar of your dashboard.
• Locate and click on the "Projects" link.
• This will direct you to the Projects section, where you can view project details and statuses.

STEP 3: Click on "Action Button"

• Navigate to the "Projects" section.
• Locate the action button in the highlighted area.
• Click on the action button to proceed with the desired operation.
• Ensure to review any prompts or options that may appear after clicking.

STEP 4: Click on "View" to Access Project Details

• Navigate to the "Projects" section.
• Locate the project you wish to view.
• Click on the "View" link in the Action column to access detailed information about the selected project.
• Ensure you have the necessary permissions to view project details.

STEP 5: Click on "Notes" to Access Project Notes

• Navigate to the "Notes" section by clicking on the highlighted area.
• This section allows you to view and manage project-related notes.
• Ensure to check for any existing notes before adding new ones.
• Next, you can proceed to click on "Add Note" to create a new entry.

STEP 6: Click on "Add Note"

• Navigate to the Notes section of your project.
• Locate the Add Note button highlighted in red.
• Click on Add Note to proceed to the next step where you will enter the note title.

STEP 7: Enter Note Title

• Click on the "Note Title" field (marked with a red border).
• Enter a descriptive title for your note (this field is mandatory, indicated by the asterisk).
• Ensure the title is relevant to the content of the note.
• Proceed to the next step to select the "Note Type."

STEP 8: Select "Note Type"

• Click on the "Note Type" section highlighted in red.
• Choose between "Public" or "Private" options to define the visibility of your note.
• Ensure that you have completed the previous step by entering a note title.
• Proceed to the next step to write in the "Note Detail" section.

STEP 9: Click on "Note Detail" to Add Project Notes

• Navigate to the "Note Detail" section.
• Click on the highlighted area to begin entering your notes.
• Use the formatting options available (e.g., bold, italic) to enhance your note.
• Ensure all required fields are filled out before proceeding to the next step.

STEP 10: Click on "Save" to Finalize Project Note

• Ensure all required fields (marked with *) are filled out.
• Review the "Note Title" and "Note Detail" for accuracy.
• Click the Save button to save your project note.
• If needed, you can click Cancel to discard changes.