The Coach can create private notes at both the Project level and Participant level. Notes are not visible to the Participant or anyone else – just the Coach. Private Notes may be used to describe how a workshop or coaching session went. They may be used to store project contracts, images from a white board or other PDF and documents .
To create a project level note, click on the note icon in the upper right of the Project’s main page.
To create a Participant level note, click on the note icon in the upper right of the Participant’s main page