How to add internal notes to the workspace

Municipality users can add internal, municipality-facing notes in the workspace they are working on. The Internal Notes section appears in all application workspaces and allows users to add and modify notes. For example, the text can be formulated using the provided text modifying tools or preconfigured phrases to quickly insert commonly used text snippets quickly. All notes are editable in each workspace phase until Archival.

  1. Scroll down to the Internal Notes section in the workspace.
  2. Click Add New Note+.
  3. Enter your text in the text field. Use the text modifying tools to highlight your text. You can also select preconfigured phrases from the All category and Select phrases drop-down menus.
  4. Once done, click Save.
  5. You have now added your internal note. You can still edit the note by clicking Edit or remove it from the Internal Notes section by clicking Delete.

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