Notes

About notes

You can create notes for Jira work items, BigPicture boxes, and basic tasks. Since basic tasks don’t have the Description field, notes can serve as their primary description. Notes are useful for documenting details, capturing decisions, and sharing updates. Because they are public, they also act as a communication channel, ensuring everyone is up-to-date.

Notes support plain text only and are limited to 1,000 characters.

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The video below provides an overview of the notes functionality on boxes, Jira work items, and basic tasks.

Availability in modules

Notes are public. Any user who can access the box can view, create, edit, and delete notes. Each note also displays the name of the last editor and the time of the most recent modification.

The table presents all places where you can view, create, edit, and delete notes.

Module	Description

Module	Description
Overview: Hierarchy view	View, create, edit, and delete notes for boxes in the Hierarchy view of the Overview module. The note icon appears next to the box name. Open Once you add a note to a box, it will appear next to the box switcher in all modules. You can also edit or delete the note from there. Open
Gantt module: Gantt timeline Task tree	View, create, edit, and delete notes for tasks on the Gantt timeline and task tree. Gantt timeline - the note icon appears when you hover the pointer over the taskbar. Gantt task tree - the note icon appears next to the Summary field. Open
Scope module	View, create, edit, and delete notes for tasks in the Scope module. The note icon appears next to the Summary field. Open
Resources module: Backlog	View, create, edit, and delete notes for tasks in the Backlog panel of the Resources module. The note icon appears next to the Summary field. Open
Board module: Infobar Cards view	View, create, edit, and delete notes for tasks in the cards view and the Infobar panel of the Boards module. The note icon appears next to the Summary field. Open
Risks module: Matrix view Table view	View, create, edit, and delete notes for tasks in the Matrix and Table views of the Risks module. The note icon appears next to the Summary field. Open
Calendar module	View, create, edit, and delete notes for tasks in the Calendar module. The note icon appears next to the Summary field. Open

Display notes

You can enable and disable the visibility of notes:

1. Click My settings.

2. Select or deselect the Display notes checkbox.

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Show/hide notes on the taskbar

You can show and hide notes on the taskbar on the Gantt module timeline:

1. Click Taskbar from the top menu.

2. In the Show section, select Notes.

3. Note icons are now visible on the taskbars.

This option applies only to taskbars. Hiding notes on taskbars does not affect note icons next to the Summary field.

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Action on notes

You can create, edit, and delete notes in multiple places. The process is the same everywhere. See the table above to check where you can create, edit, and delete notes.

Create notes

To create a note in the Gantt module:

1. Find a task you want to create a note for.

2. Hold the pointer over the taskbar on the timeline or next to the Summary field in the task tree and click Create a new note.

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3. Provide your note in the field.

4. When ready, click Save.

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5. To close the window, click X or click outside the window.

Edit notes

To edit a note in the Gantt module:

1. Find a task you want to edit a note for.

2. Click the note icon next to the taskbar on the timeline or next to the Summary field in the task tree.

3. Update a note as needed.

4. When ready, click Save.

5. To close the window, click X or click outside the window.

Delete notes

To delete a note in the Gantt module:

1. Find a task you want to delete a note for.

2. Click the note icon next to the taskbar on the timeline or next to the Summary field in the task tree.

3. Click Delete.

4. To confirm, click Delete.

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Constraints

• Notes can’t be created for milestones.

• If you can’t see the note icon, make sure you have enabled the Display notes option from My settings.