Notes Module

The Notes module in Screendragon allows project team members to record, organize, and share project-specific notes within a centralized location. Notes serve as a lightweight form of communication and informal documentation, making it easy to capture key decisions, updates, or reminders related to your project.

Key Features

• Project-Specific: Notes are tied to individual projects and visible only to users assigned to that project.
• Collaborative: Team members can view each other’s notes, enhancing transparency and collaboration.
• Organized Communication: Use notes to keep informal messages and updates out of email threads or chats.

Accessing the Notes Module

1. Navigate to the relevant Project.
2. Click on the Notes tab from the Project Modules area.
3. You’ll see a list of existing notes sorted by date, with the newest notes at the top.

Creating a New Note

1. Click the Create New button.

2. A new note entry field will appear.

3. Enter your content in the note field. You may include:

   • Quick status updates

   • Meeting takeaways

   • Action items

   • Informal reminders

4. Click Save to publish your note.

Note: Only users assigned to the project can create or view notes in the Notes module.