Understanding Notes

Notes in ftrack are a powerful way to communicate with your team and ensure essential details are captured and saved. They can be used to:

• Share kickoff information on objects and tasks
• Relay changes to the scope of work
• Communicate feedback on the creative output of a task...to name a few examples.

Notes are flexible to your needs and can be incorporated into your workflow in a way that works best for your unique projects.

Image: Notes on a version in the Notes board dashboard

Once a note is created, there is the option to reply to it, starting an open dialogue - ask questions, gather more details, or confirm that you received the note and are addressing it, so your team is in the loop. Reply threads keep track of important conversations on the work being done, helping to organize your communications amongst the team. Any project user can refer back to a note thread to pull out the latest details and updates, keeping everyone on the same page.

Image: A reply as seen in the sidebar

When a note or reply is created, you can specify who should receive it. The addressee(s) may need to take action, or they may just need to be aware of the update, and with the use of notifications, you can be sure the message will be received in a way that best suits them.

Image: @mention reply in the web player

Where can notes be created?

Notes can be created in two main locations:

• In the sidebar of an element (projects, objects, tasks, versions, folders, milestones, etc.)
• In the web player or Client Review player

Creating notes in the sidebar

Projects and their versions and objects (including tasks, folders, and milestones) allow for note creation in the Notes tab of its sidebar. If a note cannot be created on an element, the Notes tab will not be present.

Image: Notes tab on a version with 'Write a note...' expanded

To enter the sidebar of an element, you can click on its name link wherever the element is displayed, such as the Tasks Spreadsheet, Versions Page, My Tasks, dashboards, and activity feeds.

Any notes created on a version linked to a task will appear in both the version's and task's Notes tab.

Creating notes in the web players

When you have creative output from your tasks in the form of versions, those versions can be reviewed in the web players. Within a review, you can leave feedback on each version in the form of notes and annotations. Both web players note capabilities function mainly in the same manner.