Add notes to a task or to the project schedule

To include additional or supporting information, you can add a note to a task, resource, assignment, or to the entire project. You can also include a file, such as a project planning document in a Word document, with the note.

What do you want to do?

Add a note to a task, resource, or assignment

Add a note for the entire project schedule

Add a simple project note

Add a complex project note

Add a note to a task, resource, or assignment

1. Click View, click a task, resource, or usage view.

2. Do one of the following:

   • To add a task note, select a task, and then in the Task tab, in the Properties group, then click Notes.

   • To add a resource note, select a resource, and then in the Resources tab, in the Properties group, click Notes.

   • To add an assignment note, select the assignment, which is listed below the resource or task in the usage view. On the Format tab, in the Assignments group, click Notes.

3. In the Notes box, type the content of the note, and then click OK.

4. To format the text, select it, and then click Format Font, Align Left, Center, Align Right, or Bulleted List.

5. To insert a picture, graphic, or file, click Insert Object .

Note: 

• To view the note, rest the pointer on the notes indicator in the indicator column of your view. To view a long note in its entirety, double-click the notes indicator.

• To print all notes in the project when you print a view, click the File tab, click Print, and then click Page Setup. Click the View tab and then elect the Print notes check box. Notes are printed on the last page of the printout.

• To delete a note, select the text in the Notes box, and then press DELETE.

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Add a note for the entire project schedule

There are two options for adding a note to a project:

• You can add a simple project note in the project's properties. A simple project note is text-only, with no formatting.

• You can add a complex project note in the project summary task. Complex project notes enable you to use font and paragraph formatting and to insert objects in your note, such as pictures or documents.

Add a simple project note

1. Click File, and then click Info.

2. On the right side of the screen, click Project Information, click Advanced Properties, and then click the Summary tab.

3. In the Comments box, type the content of the note, and then click OK.

Text that you enter in the Comments box also appears as a note in the project summary task.

Add a complex project note

More complex notes can be added the summary project task, which by default is not displayed on the Gantt chart.

1. If the project summary task is not currently displayed in your plan, do the following:

   • Click File, click Options, and then click Advanced.

   • Scroll to the Display options for this project section, select the Show project summary task check box, and then click OK.

2. Select the project summary task, and then in the Task tab, in the Properties group, then click Notes.

3. In the Notes box, type the content of the note.

4. To format the text, select it, and then click Format Font, Align Left, Center, Align Right, or Bulleted List.

5. To insert a picture, graphic, or file, click Insert Object .

Note: 

• To view the note, rest the pointer on the notes indicator in the indicator column for the project summary task. To view a long note in its entirety, double-click the notes indicator.

• To print all notes in the project when you print a view, click the File tab, click Print, and then click Page Setup. Click the View tab and then elect the Print notes check box. Notes are printed on the last page of the printout.

• To delete a note, select the text in the Notes box, and then press DELETE.

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