Quick Tip #3: Add Notes and Links

Step 1: From the Milestone or Task Wizard, click the Notes icon.

When editing a Milestone or a Task, click on the Notes icon to bring up the Note feature.

project management application

Step 2: Type or paste right into the Notes box.

This can be text from documents, tables from a spreadsheet or URL’s linking to important files on your desktop, team portal or internet.

Project management app for PowerPoint

Step 3: Save Notes by pressing the Finish button.

Remember these last two steps to make sure your Notes are properly saved.

See these quick videos for more tips:


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