Managing Project Notes

Overview

Project Notes hold meeting summaries, site visit notes and design documentation inside the project, with comments and attachments alongside.

Create a note

1. Open the project and click the Notes tab.

2. Click + New Note (or Create Note if there aren't any yet).

3. Click Untitled Note and type a title.

4. Start writing. Notes save automatically — the header shows Last saved: Just now or Saved.

Formatting

The toolbar has:

• Comment (comment on selected text)

• Text style (Aa), bold, italic, underline

• Link and image

• Bulleted list, numbered list and checklist

• Alignment

• A Walter (lightning) button for AI help

Use + under the title to add a block.

Comments and attachments

The right-hand panel has two tabs:

• Comments — search, filter (All comments), and add comments.

• Attachments — files for this note.

Click × to hide the panel. Click ← Notes to go back to the list.

Best practices

• Use clear titles, e.g. "Site meeting — Oct 14".

• Record decisions and approvals as they happen.

• Move lasting decisions into the Overview (Design Direction, Scope) so the whole team can find them.

Related articles

• Understanding the Design Overview