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Procore

Add or Manage Project Notes in Esticom

Objective

To add, edit, or delete notes for a project in the Notes section of Esticom.

Things to Consider

Steps

To add a note:

  1. Navigate to the Projects tab of Esticom.
  2. In the Notes section, click + Add New.

    esticom-add-note.png
     
  3. Enter your note.
    Note: Links added to notes will appear as clickable hyperlinks. Other text formatting is not supported.
  4. Click Create

To edit a note:

  1. Navigate to the Projects tab of Esticom.
  2. In the Notes section, locate the note you want to edit.
  3. Click the vertical ellipsis  icon on the note. 
  4. Click Edit.
  5. Update the note as necessary.
  6. Click Save

To delete a note: 

  1. Navigate to the Projects tab of Esticom.
  2. In the Notes section, locate the note you want to delete.
  3. Click the vertical ellipsis  icon on the note. 
  4. Click Delete.
    Note: Deleting a note is permanent. 
  5. On the confirmation window, click Delete