Projects - Notes or Description field in Projects
Add notes/description field in Xero Projects.
Purpose: To have a better record of the Projects. E.g. notes about the quotes that users’ sent to their client/customer.
AdminXero Team
(Admin, Xero)
shared this idea
Hi everyone, while our team considered solutions in this space with other pieces of work planned there is no current development planned for adding a notes or description field within Projects at this time.
For now, as you may be aware you can add notes to the History and notes of the individual transactions within a project, or alternatively on the Contacts record.
We're continuing to watch this space and will share if there is any progress.
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Emma Rosenblatt (Accounts)
commented
Would be a great addition! Great communication for all staff to view that are working on the project. Being able to add images to the notes would be good too.
Time stamped notes is a must with the users name that made the note.
The ability to Pin a note would be very helpful too. So anything major throughout the project duration everyone can see the note.
A really good feature would be the ability to select what level of access can see the note. Or notes or the Profitability page can only be seen by staff with full access and notes on the main page everyone can see.
For example, I have a project that I would like to add a note to now explaining why it hasn't been closed, as it is an old project that is waiting on something. But that something is taking forever and everyone keeps forgetting why it is still open.
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Victoria Humphreys
commented
Notes field is critical to usability. Currently having to retain information offline and cross-reference which limits the usability of Projects for our clients companies.
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Christopher Touma
commented
Follow up on certain tasks with clients. Reminder notes
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Sam Robilliard
commented
Needed for addresses and various other important info
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Carla Lee
commented
An Address field is also necessary in Projects
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Veronica Rhodes
commented
This would extend the usability of Xero Projects considerably. Static information for the Project could be held in a Notes field that could translate to the Project Summary or Detail Report, meaning less information needing to be held outside of Xero. Client Purchase Order, critical invoicing instructions etc.