Org notes

'Org notes' allow you to document best practices and lessons learned from past projects. This information is visible only to members of your organization and, once recorded, can be accessed across all new projects and master templates.

Organization notes - an overview
'Org notes' enable you to record best practices and lessons learnt from previous projects. The information is visible only to users within your orga...
Mon, 9 Feb, 2026 at 9:58 AM
How to create, edit and delete an org note
Adding and editing 'Org notes' is restricted to 'Organization administrators'. 'Organization users' can view org notes. Org notes a...
Mon, 9 Feb, 2026 at 10:07 AM
Where org notes are displayed
'Organization users' can view all org notes. Org notes are hidden to guests. Org notes are available with 'Pro' (and above) subscriptions. ...
Mon, 9 Feb, 2026 at 10:11 AM
Permissions for org notes
Key points about 'Org notes' permissions. Anyone who is an 'Organization user' can view any org notes.  Related: Adding Users to your or...
Mon, 9 Feb, 2026 at 10:12 AM
Differences between org notes and spec notes
Org and Spec notes have different purposes. This article explains what to use them for and how they differ. Org notes Spec notes Purpose of notes ...
Mon, 9 Feb, 2026 at 10:14 AM
Org notes against user-created content
'Org notes' can be added to user-created articles, clauses, and sections. This includes user-created content imported from MS Word, PDF, NBS Buildin...
Mon, 9 Feb, 2026 at 11:07 AM
Using the ‘Linked to’ to find 'Org notes'
'Org notes' are created, edited and deleted by selecting the article, clause or section (items) they are linked to in the ‘Org notes’ panel next to ...
Mon, 9 Feb, 2026 at 11:11 AM