View topic workflow notes

After you create a Topic workflow, you see more tracking details by looking at the Notes left by users when completing a task.

Required permissions

To create, view, update, and delete workflows you must either be an Administrator, the project Owner, or have the following permissions:

Create, read, update, and delete permissions to the Projects module.
For the Projects module, your user account must be listed under the following Property: can_initiate_assignment.
- If you are an administrator, refer to Allow users to create project assignments and workflows.

Tips and tricks

The option to view notes is not available for a Sequential Reviewer workflow. You can use the reporting options to get more details for a review workflow. Generate project reports

To view notes for a topic workflow:

Open the project where you want to update a workflow for an assignment. If you don't already have a project open:
1. Click Projects.
2. On the Project Management tab, find the project you want to update.
3. Right-click the project row and select Open.
In the Workflow pane, select the topic workflow you want to see notes for.
Select the Options menu, and then select View workflow notes.
On the Project Workflow Notes screen:
1. In the Workflow Name column, select the Project Activity that you want to see notes for.
  You use the Search box to enter a word or phrase found in a note to narrow the list.
2. In the row before the Workflow Name, select the expand arrow.
3. If the text is truncated with an ellipses (…), hover your cursor over the text in the Note Content column to see all of the text.
Optionally, you can save all the notes to a CSV (Comma separated values) file:
1. Above the list of notes, after the Search bar, select Save as CSV.
2. To choose what time zone is used, on the Convert time confirmation screen, select one of the following:
  You see the date displayed in the header of the CSV as: All date/times are shown in {timezone} or UTC.
  - To use your local time, click Yes.
  - To use UTC time, click No.
    UTC is a time zone standard used as a basis for all time zones worldwide. It is a constant time scale and does not change for Daylight Saving Time.
  Results: You see a notification telling you the name of the file that was downloaded to your computer.
To close the Project Workflow Notes screen, in the title bar, select Close.