The Notes tab is used to create and maintain project-level notes and reference information that should stay with the project.

1. What Is the Notes Tab?

Project Notes with a note list and rich-text editor Project Notes with a note list and rich-text editor.

2. What Can You Do Here?

  • Select + New to create a note.
  • Give the note a clear title.
  • Use the editor to format text, add headings, lists, links, mentions, tables, or images where available.
  • Update the same note as information changes.
  • Maintain reference information that does not need to be created as a task.

3. Why Is This Helpful?

Notes provide one common place for project information that needs to be retained for future reference, such as working notes, checklists, handover information, or project reference points.

Simple rule

Use Conversations for discussion. Use Notes for information you want to retain as project reference.