Skip to main content
Question

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

  • January 16, 2025
  • 2 replies
  • 14 views
F
Gold Active Participant
Forum|alt.badge.img
  • FWalker
  • Gold Active Participant
  • 6 replies

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?

2 replies

Sai Sravan
Planview Falcons
Forum|alt.badge.img+1
  • Sai Sravan
  • Planview Falcons
  • 36 replies
  • March 14, 2025

Hello ​@FWalker,

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

Sai
F
1 person likes this
  • F
    FWalker
F
Gold Active Participant
Forum|alt.badge.img
  • FWalker
  • Author
  • Gold Active Participant
  • 6 replies
  • 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.

Sai Sravan
1 person likes this
  • Sai Sravan
    Sai Sravan

Reply


Most helpful members this week

Terms of UseCookie settings
Community Guidelines Legal Privacy Policy

Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie settings
All Data Subject Access Requests (DSARs), and requests of “Do Not Sell My Personal Information” according to the CCPA, must be submitted through the Planview DSAR portal located here

Planview has appointed a Data Privacy Officer (DPO) to be responsible for overseeing our Privacy Management Program and related privacy compliance measures. DPO can be contacted at privacy@planview.com