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  1. Projects - Notes or Description field in Projects

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    33 comments  ·  For small businesses » Business features  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    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. 

    Emma Buist supported this idea  · 
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    Emma Buist commented  · 

    Having the ability to add notes/files to Projects would seriously improve our workflow, currently every project (we have 100+ projects incoming per month) needs to be discussed with the specific employee doing the job. Xero allows for allocation of the project to a staff member, yet we cant leave instructions or customer drawings on the project.