You might want to add a note to a project in FreeAgent for some additional information to share with your colleagues, such as to let them know which system to use for this particular project.
Here's how to do that in FreeAgent.
Adding a note
Click Projects from the Work menu, then click the project’s name from the list.
Click the Notes tab.
Type the text of the note you want to add, then click the Add this Note button.
Once you’ve done this, you’ll see the latest note added to the top of the list of notes for that project.
Editing a note
To edit a note, just click the Edit link at the top right of that note.
Make the changes, then save them by clicking the Update Note button, or close without saving by clicking Cancel.
Deleting a note
And if a note is no longer required, say once a stage of the project has passed, click the Delete link to remove the note.
The software will double-check that you're sure you want to delete the note. Click Yes if you're sure or Cancel to keep the note.
