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.

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.
-
Jacquie Taylor commented
This is surely not very hard to add? Xero has notes for invoices and quotes etc. already... we need to add a notes section in the projects!! Our technicians need to be able to log notes onto a project for any issues that may arise or so that they can view any notes admin has added regarding a job.
-
Becky McFarlane commented
Having a Notes section to be able to record Order numbers, contact details & other important information would be SO much easier, this is the only thing on the otherwise perfect Xero that I'm struggling with.
-
Stephen March commented
I would go further and date stamp notes so you can have multiple notes against a project. As there may be multiple conversations held between an initial quotation and approval to proceed, this would help any subsequent team members understanding the history of conversations made with client prior to approval. Also helps with tracking when follow-ups with a client were held.
-
Carla Lee commented
Very much needed along with options for projects address and order number. The project set up is far too basic
-
Mathew Brook commented
Please add this, notes are critical to getting bills paid and aligning to Scope of Work.
-
Vanessa Townsend commented
Would love to be able to write notes on a project for team to view
-
Jenna Williams commented
Notes in projects is a must......
-
Tania Putu commented
It would be really helpful to be able to add notes in projects for billing. For example to be at the top of the Tasks and Expenses in case you have to do something particular to the invoice on a particular month or even monthly.
-
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.
-
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.
-
Christopher Touma commented
Follow up on certain tasks with clients. Reminder notes
-
Sam Robilliard commented
Needed for addresses and various other important info
-
Carla Lee commented
An Address field is also necessary in Projects
-
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.