How to Add Notes to a Campaign

Notes keep the running story of a campaign with the campaign: what was decided at the kickoff, what a sponsor promised, what still needs doing before the big day. Everyone working the campaign reads the same notes.

Open Campaign Notes

Open the campaign and click Campaign Notes in the workspace menu.

Campaign Notes is one of the tabs in the campaign workspace menu.

Add a note

1. Click Add A New Note.
2. Type your note. There is no length limit.
3. Click Add This Note. Cancel closes the box without saving.

Each note shows the date it was created and who created it. The green icon opens a note to edit it, with Save & Continue and Save & Exit. The pink icon deletes it, after you confirm.

Four notes on a campaign, newest first.

Notes work the same way on every record in Argenta. See Add A Note to the Notes Section.

For a tour of every page in the Campaign Workspace, see Overview, Working with Campaigns.