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Question

Can you delete a note assigned to a person in # of notes?

  • January 16, 2025
  • 2 replies
  • 24 views

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I mistakenly advised by PMs to use the # of notes column to keep a record of changes made against a person/resource, rather than against a task. I looked to see if I could easily delete the notes assigned to people but couldn't find a way. Does anyone know if there is a way of deleting a note in # of notes?

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2 replies

Sai Sravan
Planview Falcons
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  • Planview Falcons
  • March 14, 2025

Hello ​@FWalker,

Did you try expanding the Notes related panel to delete the one you do not want anymore?


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  • Author
  • Bronze Innovator
  • March 17, 2025

Thanks ​@Sai Sravan that only works for notes assigned at the task level in our current configuration. We realised we needed to open the user profile to delete the notes assigned at the user level which worked for public notes but not for private ones.