How to Keep Project Notes and Review Activity

Overview

Notes are private reminders for staff, while the activity log is an automatic timeline of everything that happened on the project — a useful audit trail.

Steps

1. Use the Notes tab for staff-only notes and reminders.
2. Open the Activity tab to see a chronological log of project events.
3. Control which activity is visible to the customer.
4. Refer back to the activity log to understand what changed and when.

Tips

• Notes are never shown to customers, so they are safe for internal comments.