How to use Stage Notes?

Step 1: From the Dashboard and Project list, click the project you want to update the Stage notes. Again, we’ll choose “New Items (3370)” Project as an example.

Step 2: Once the Project opens, click “View Assets.”

Step 3: When the Asset fields appear, at the middle bottom of the page, you’ll see the “Stage Notes” (1), a text box appears. You can now type the notes for the stage. When done, click “Save Stage Notes” as indicated by the arrows. The notes will be saved and will appear every time you click the “Stage Notes” button.  

Reminder: You may add Stage Notes for each stages. Please add the Stage Notes to the right Stage. You may chose which stage to add Stage Notes to, from the drop-down menu list (2).

Step 4: You can now see the Stage notes option that allows you to enter free text required for that stage. You can enter necessary details and click on “Save stage notes” as indicated by the arrows. And the details will be saved and will appear whenever you want to view it by clicking on “Stage Notes” button again.  Whenever you want to check stage notes, you can just click on that option. Once you “Save Stage notes” the information keyed in will be saved.