Our company uses project templates for the majority of our work. We’ve just begun using the Note feature and really like it with a few challenges. The main being that we’d like to be able to format a specific Note tab at the template level and have it be created as part of the project when the tem…

@Paula_Smith1 , I’ve merged your post into an existing topic where you can click the title to scroll to the top and vote by clicking the Vote button. There’s no full workaround, but partial ideas are: Use a Reference task instead of a Note tab, or Save your rich text note in the Description of a …

Is there a way to format a NOTE at the project template level?

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lpb Split this topic May 23, 2025, 8:11pm 2

2 posts were merged into an existing topic: Evolution of Notes: Add note tab to project templates

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Is there a way to format a NOTE at the project template level?

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