Meeting Notes & Action Items
Decisions made in meetings don't disappear.
- Capture structured meeting notes
- Action items recorded in a meeting automatically roll into the project tracker so they won't be overlooked or abandoned
- Review open items from previous meetings at the start of every session to keep commitments on track
Team Communication Plugins
Follow-up emails and reports, without the manual effort.
- Built-in plugins let you send formatted follow-up emails and status reports to your project team in seconds
- Automatically distribute meeting notes to attendees directly from within the application
- Keep stakeholders informed without switching between tools or reformatting content by hand
File & Folder Tracking
Stop hunting for files buried across your drives.
- Link project-related files and folders directly to your notes and action items so everything is one click away
- Built-in plugins automatically search your project folders and keep file links organized and current
- Manage hundreds of files across a large project without losing track of where anything lives
Search & Filter
Find any note, item, or decision in seconds.
- Full-text search across your entire project database — meeting notes, action items, and file records all in one query
- Configurable filters let you narrow results by date, project, owner, status, or any custom field
- Flexible sort options surface the most critical information exactly when you need it
Integrations & Scripting
Connect Project Notes Pro to your business systems.
- Embedded Python scripting lets corporate teams customize the application to integrate with internal tools and workflows
- The included Outlook 365 plugin enables rich email collaboration directly from project notes
- Pre-built plugins cover common needs: file search, exporting tracker items and meeting notes, and more
Mobile & Cloud Sync
Your project information, wherever you are.
- The mobile app syncs with the cloud so project managers can access notes, action items, and files from anywhere
- Search your database, send meeting notes to attendees, and follow up with team members — all from your phone
- Capture new notes on the go and they sync seamlessly back to your desktop workspace
Capabilities
One tool for the entire project lifecycle.
Meeting NotesStructured templates so every cadence meeting is documented consistently
Action Item TrackerItems from every meeting roll into the tracker automatically — nothing gets abandoned
Team CommunicationPlugins send follow-up emails and reports to your team without leaving the app
File & Folder TrackingLink and open project files from anywhere in the app; plugins keep links organized
Search & FilterFull-text search across the entire database with configurable filters and sort options
Mobile & Cloud SyncAccess notes, items, and files from your phone; notes sync seamlessly across devices