The notes for a specific object are found in the notes tab in the sidebar of each object.
If an object can’t have notes then no notes tab is visible.
Adding a note
To add a note to a specific object, open the notes tab in the sidebar for the object.
Click the field in the top of the notes tab and write your note in the text field. If you want the note to be directed to other users than those assigned to the task (or tasks if it’s a shot or sequence etc. open in the sidebar), you can add or remove users by clicking the icon to the right. You can also categorise the note using one or multiple categories (multiple from version 4.3), mark it as completable and attach files to it.
Replying to a note
To reply to a note added to an object, open the sidebar for that object and scroll the note into view. Click the reply field below the note and write your reply in the text field. If you want to change recipients, this can be done by clicking the button to the right above the text field. Files can also be attached by browsing or by dragging and dropping to the clip icon button.
Editing or removing a note
To edit or remove a note, click the small arrow to the right on the note and select action in the menu.
You can use the filters in the filter bar to narrow down the result and find specific notes that you are looking for.
The three available filters are:
- Free text search - text search for note content.
- Note category
- Creation time
- Completion - if the note is completed or not.
When creating a new note it is possible to mark the note as being completable or not. This allows you to track what feedback has been addressed and what is still to be done.
If the note can be completed anyone will be able to mark it as completed at any time. When a note is completed, the time and name of the user completing it will be visible.
Note that completing a note will generate both feed activity and notification emails.
Tasks and Versions Spreadsheets, the Inbox, My tasks and the notes tab in the Sidebar can all be filtered based on Note completion.