Quick Tip #3: Add Notes and Links

Step 1: From the Milestone or Task Wizard, click the Notes icon.

When editing a Milestone or a Task, click on the Notes icon to bring up the Note feature.

Step 2: Type or paste right into the Notes box.

This can be text from documents, tables from a spreadsheet or URL’s linking to important files on your desktop, team portal or internet.

Step 3: Save Notes by pressing the Finish button.

Remember these last two steps to make sure your Notes are properly saved.

See these quick videos for more tips:

• Fit more tasks on your slide
• Hide non-critical milestones or tasks
• Adjust your timeline’s position on the slide
• Copy and paste from Excel
• Show task duration in days or weeks
• Change date format or hide dates
• Re-arrange the order of your tasks
• Arrange milestones to avoid overlap

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