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  1. Projects - Notes or Description field in Projects

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    36 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. 

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    Trent Simpson commented  · 

    Honestly, it's getting pretty frustrating not having a simple notes field in projects. We’re always juggling spreadsheets just to keep track of basic project info that should live in the system. Something as small as a notes or description section would make a big difference day to day and help keep everything in one place. Hope this gets some attention soon.

    Trent Simpson supported this idea  ·