Overview
The Notes tab allows you to create, view, and manage project-related notes in one place. It serves as a centralized area for capturing updates, decisions, reference details, or any project-specific information.
You can quickly add new notes or modify existing ones. Each note can be associated not only with the current project, but also with other modules such as clients, employees, or vendors, maintaining visibility and context across BQE CORE. The screen also supports uploading attachments, enabling you to associate supporting files, images, or documents with your notes. All notes are listed in a tabular format with options to filter, sort, and search, making it easy to locate relevant information. Check out Notes for details.
How To
Add Notes
You can view all the notes of the project and its phases, if any, on this screen. Project category notes created in the Invoices or Invoice Collections screen also show up here. Check out Notes for details.
To add a new note for a project, watch this video or follow these steps:
- Open the Projects screen from the side menu > Projects.
- In the list view, click
on a project row and select View Details.
- In the Project Center view, go to the Notes tab.
- Enter the required information in the top row of the grid:
- Category
- Description
- Date
- Status
- Click Done.
You can also check the detailed video on managing notes in CORE.