Adding notes to documents and projects can help you stay even more organized.
Add notes to your personal projects or shared projects across your account. Your notes can be set as private or public (visible to other account team members). If the notes icon is greyed out, it means you don't have permission to edit the project or add notes to it.
Mention members of your team in a note by using the "@" functionality or select their name from the drop down.
Reply to notes or mentions or resolve conversations. When an owner resolves a string of comments, the thread will be collapsed but still available to review as needed.
You will also be able to add notes to documents, and these can be private or public. In both cases, private notes are the default option. Threaded discussions are also available in this scenario too.
Mentions: You can mention other users from the same account in both project and document notes. To do so, the note must be public. After selecting the public note icon, a text box will appear for you to search for another user name or email or scroll down through the list of existing users. You can select who you want to mention; there can be more than one mention per note. After selecting and writing the note, press Post.
Users mentioned will be notified. When opening the notification, you will be redirected to the project or document referenced.
Users can edit, delete, resolve, and reply to notes with mentions. If another user replies to your note, you’ll be notified even if you’re not tagged.
Public notes are visible to everyone with access to the project and everyone with access to the document, the latter being everyone in the account.