Delete a note

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read
  • Delete a project note once you resolve or want to remove it.

    Before you begin

    Role required: sn_process_optimization_analyst, sn_process_optimization_power_user, or sn_process_optimization_admin

    About this task

    A note can be deleted from the main or linked process in which it was created. Deleting a note doesn't destroy it, but only removes it from the project view. A note's record remains accessible from the Notes tab of the Related lists section.

    Procedure

    1. From the project view, select the Notes icon (Notes icon).
    2. From the Notes panel, select the context menu of a note, then select Delete.
    3. Select Yes to confirm.
      The note is removed from the refreshed list.