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Procore

Add or Manage Notes in a Bid Board Project

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Objective

To add or manage notes in a Bid Board project in Procore.

Things to Consider

Steps

  1. Navigate to the Bid Board tool in Procore.
  2. Open the relevant project.

See the steps below for the available actions:

To Add a Note

  1. In the Notes section, click the add  icon-plus.png icon.
  2. Enter your note.
    Note:
    • You can mention a user by typing the @ symbol on your keyboard and selecting their name from the list. They will receive an email notification to notify them of the note.
    • Links added to notes will appear as clickable hyperlinks. Other text formatting is not supported.
  3. Click Create.

To Edit a Note

  1. In the Notes section, locate the note you want to edit.
  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon on the note. 
  3. Click Edit.
  4. Update the note as necessary.
  5. Click Save. 

To Delete a Note

  1. In the Notes section, locate the note you want to delete.
  2. Click the vertical ellipsis icon-ellipsis-vertical.png icon on the note. 
  3. Click Delete.
    Note: Deleting a note is permanent. 
  4. Click Delete to confirm that you want to permanently delete the note.