Adding Notes
Notes capture decisions, vendor updates, run-of-show changes, and anything your team needs to remember about a project.
When to use this page
Use notes when email threads, text messages, or verbal updates should be recorded on the project for everyone to see.
Who can do this
Anyone who can edit the project can add notes, including project guests on invited projects.
How to add a note
- Open the project.
- Go to the Notes section.
- Select Add note (or use the dedicated note create flow on mobile).
- Enter a title and body.
- Save the note.
Where notes can come from
Notes may show how they were created:
| Source | Meaning |
|---|---|
| Manual | Written by a team member in LiftOff |
| AI generated | Drafted by LiftOff from attachments; review before trusting |
| Forwarded email | Created from Email to Project |
Next steps
- Add attachments if files belong with the note.
- Teammates can comment to discuss the note.
- Assigned project members may receive email when notes are added, depending on notification settings.
Good to know
- Keep client-sensitive details accurate; notes are visible to project members.
- Long notes support detailed run-of-show content; use clear titles so others can scan the list.