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Notes and note replies can only be edited or deleted by the user who created the note.

Users can be given additional permission to edit 'All Task Notes' via the Feature Access settings on their user profile.

Edit a note or reply

  1. Click Edit Note / Edit Reply (in the note header).
  2. Make the required changes.
  3. Click Save Note / Save Reply.
  • If the existing note contains HTML elements, the note editor will open in HTML mode.
  • If there are no HTML elements, it will open in Text mode.

Note Restrictions

You can also edit Note Restrictions when editing a note.

Delete a note or reply

  1. Click Edit Note / Edit Reply (in the note header).
  2. Click Delete Note / Delete Reply
  3. Confirm the deletion.

Note replies

Deleting a note which has been replied to will also delete all of its replies.

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