Notes

Setup required before use	Who can use it?	Where is it?
New notes plugin Document template	User Assistant project manager Project Manager Director Administrator System Administrator	My Synergy > Notes and reminders plugin Project > Notes tab Project > Sub Project > Notes Tab

1. Open the Project > Tab tab.
2. Select the New Note in the toolbar.
3. Type the Note text.
4. Save .
5. The Linked to field will automatically show the note is linked to you (the creator) and the open project.
6. Add an extra 'Linked to' option, to link to the type 'user' and choose the staff member who is to complete the task in the 'linked to drop down list.
7. Save .
8. Set a reminder for Jill to complete the task. The 'On' date should be the due date of the task, and the 'For' field should be changed to the staff member that will complete the task.
9. Save and close .

The example above shows a project task for 'Jill Lockhart' to complete. A Reminder has been set for her to complete the task, and she has been added as a user linked to the note. The note was created by the user 'Robert Howard'.

After a staff member has been assigned a Note using the 'Linked to' panel, or a reminder, they will be shown the note in the My Synergy plugin .New Notes and Reminders'. The assigned staff member can reply to the note using the comments section. They cannot amend the note text, as only the creator of the note can update the note text.

How to add a comment to a note

1. Double click the note in the "New Notes and Reminders' plugin on the My Synergy dashboard.
2. Or open the Project > Notes tab and double click the note.
3. View the note text to see what task you need to complete.
4. Type a reply in the 'Comment' field in the bottom right corner of the Notes window.
5. Save and Close.
6. The note will be shown in the 'New and Updated Notes' area on the My synergy dashboard, to allow the note creator to view your reply.

The example above shows the user 'Jill Lockhart' has replied that she has completed the task. The creator of the note 'Robert Howard' will see the reply in the 'New and Updated Notes' panel on the My Synergy dashboard. Robert can double click to open the note and view Jill's reply.

Use project notes to store the details why the meeting was held, the agenda, the meeting minutes, the participants, and record the follow-up tasks that internal staff need to complete.

1. Open the Project > Tab tab.
2. Select the New Note in the toolbar.
3. Select the Note Type of 'Meeting'.
4. Type the subject of the meeting into the 'Meeting Purpose' field.
5. Type the meeting agenda.
6. Type the minutes of the meeting.
7. Save .
8. The Linked to field will automatically display the note linked to you (the creator) and the open project.
9. Add the details of who attended the meeting an extra 'Linked to' information.
   1. Choose the type 'meeting attendee' and choose the internal staff member who attended the meeting in the list.
   2. Choose the type 'contact' and choose the client contacts or personnel who also attended the meeting.
10. Save .
11. Set reminders for internal staff to complete the meeting action items or follow-up tasks. The 'On' date should be the due date of the task, and the 'For' field should be changed to the staff member that will complete the task.
12. Save and close .
13. The staff assigned the follow-up tasks can add commented to the meeting note once the work is complete.

The example note above shows the meeting minutes, attendees and follow-up action items have all been tracked within the meeting note.

Use phone notes on a project to track the details of a phone call, or call back requests for a staff member to call a client contact.

1. Open the Project > Tab tab.
2. Select the New Note in the toolbar.
3. Select the Note Type of 'Phone'.
4. Type the phone number.
5. Type the details of the call into the note field.
6. Save .
7. The Linked to field will automatically display the note linked to you (the creator) and the open project.
8. If it is a callback request, add the internal staff member who needs to make the call into the 'Linked to' panel. Choose the type 'user' and choose the internal staff member who needs to make the call.
9. Save .
10. Set reminders for when the staff member needs to call the client contact. The 'On' date should be the due date of the task, and the 'For' field should be changed to the staff member that will complete the task.
11. Save and close .
12. The staff assigned to the task can add commented to the phone note once it has been completed.

The example above shows that 'Jana Richards' requires the staff member 'Jill Lockhart' to call the client contact James about the Krusty Burger Store Project..