Properties Page for a Note

The Properties page for a note lists all its details.

To access this page:

  1. Open the required note. See Opening a Note.
  2. In the navigation pane, click the name of the note.

This topic describes:

This page discusses:

See Also
About Notes
In Other Guides
Page Toolbar Icons

Fields

Field Name Description
Name The name of the note, usually an AutoName.
Type The type or subtype of the note.
PolicyTitle The name of the policy that governs the note's lifecycle.
Title The title of the note, which is usually different from the name.
Description A brief description of the note.
Lifecycle The states the note must pass through to be resolved. The current state shows in a darker color. In edit mode, click the Promote or Demote if required. Otherwise, keep the No Change option selected. Actual promotion occurs when you click Done.
Last State Change The date of the last promotion or demotion of the note.
Owner The person currently responsible for the note.
Originator The person who created the note.
Originated Date The date the note was created.
Modified Date The most recent date that the note was edited.
Subscribers List of usernames of people subscribed to be notified when the note is modified, including lifecycle changes and appends. An asterisk (*) indicates that the user is subscribed to some, but not all, events for the note. This field shows if the original note in Project Sync included a CCList.
Body The created regarding this note. Click Attachments to view any files attached to the discussion. For notes migrated from Project Sync, the Body field contains the transcript of the note.

In edit mode, enter any required text in the box and click Public Reply or Private Reply. You can also participate in discussions from your general Discussions page or the Discussions page for the note. Your change is added to the thread when you click Done.

Only employees of the host company, and its business units, divisions, and departments, can view Private messages.

Original Note URL The URL to the note in Project Sync.

Actions/Toolbar Commands

Action Description For More Information
Edit Details Edits the description, promotes or demotes the note, modifies subscribers, or changes the owner of the note. -
Subscribe Subscribes to events for the note. Notification Events