Back to ArticlesBack

Join 50,000+ PM Professionals

Get expert PM insights, PMP prep tips, and earn PDUs with exclusive content delivered weekly.

Protected by reCAPTCHA: Privacy & Terms

MPUG - Master Project User GroupMPUG - Master Project User Group

Perhaps you are aware that you can use the Task Notes feature in Microsoft Project to attach work details, update history, or other notes to individual tasks in a project schedule… but what if you want to store general notes in a project that are NOT specific to an individual task? You could store a general overview or description for the project, information describing usage of the 11 baselines, or other types of information describing the project in the Project Summary notes field. Here’s how…

Open your project and display a Task view such as the ‘Gantt Chart’ view:

Adding General Project Notes to Microsoft Project

Display the Project Summary task (task ID #0) by clicking the ‘Format’ ribbon tab and selecting the ‘Project Summary Task’ option:

Adding General Project Notes to Microsoft Project

Select the Project Summary row in the left task table, click the ‘Task’ ribbon tab, and click the ‘Notes’ button (double-clicking the Project Summary task also works here):

Adding General Project Notes to Microsoft Project

Under the ‘Notes’ tab in the ‘Summary Task Information’ dialog box, enter your general project notes, then click the ‘OK’ button:

Adding General Project Notes to Microsoft Project

Notice the format that I use for each entry that I added to the notes:

– [ENTRY DATE] — [MY INITIALS] — [NOTE ENTRY].

This allows you to neatly add multiple entries into the notes area, while historically tracking when each entry was made, as well as who made the entry.

After adding notes with the ‘Summary Task Information’ dialog box for the first time, you see a yellow note icon in the ‘Indicators’ column on the Project Summary row:

Adding General Project Notes to Microsoft Project

Good luck!

Get Weekly PM Insights

Join 50,000+ PMs receiving updates on the latest PM methodologies, PDU opportunities, tool reviews, career tips, and member exclusives.

Protected by reCAPTCHA: Privacy & Terms

PMI ATP
PMI Authorized Training Partner
REP #4082

Learning Paths

PMP® TrainingCAPM® TrainingPgMP® TrainingPMI-ACP® TrainingMS ProjectMS PlannerMS TeamsJira

PM Resources

PDU TrackerLive WebinarsSalary CalculatorTool ComparisonsJob BoardKnowledge BasePM Glossary

Community

Discussion ForumStudy GroupsEvents Calendar

Follow Us

LinkedInYouTubeTwitterFacebook
MPUG Logo

© 2026 MPUG. All rights reserved.

TermsPrivacySitemapAdvertise
Articles

Quick Trick: Attaching General Project Notes to the Project Summary Task

Perhaps you are aware that you can use the Task Notes feature in Microsoft Project to attach work details, update history, or other notes to individual tasks in a project […]

2 min read
•about 12 years ago•Updated 3 months ago•
T
Tony ZinkAuthor
Project Management
Microsoft Project
Best Practices
Productivity
T
Tony Zink

Content Writer

Tony Zink is Vice President of Learning and Innovation at Houston, Texas-based EPMA, a Gold Microsoft Project and Portfolio Management Partner that provides PPM implementation, integration, development, training, and support services to large and small organizations world-wide. Tony volunteers his time to the Project Management, MS Project, and SharePoint user communities through organizing and presenting at conferences, user groups, and round table sessions, publishing articles, and answering questions in online forums. Tony co-authored two of the best-selling books in the Project and Portfolio Management field, 'Implementing and Administering Microsoft Project Server 2010' and 'Managing Enterprise Projects with Microsoft Project Server 2010', and he developed the entire training curriculum for EPMA Institute. In Tony's spare time, he is a bass slapper, a quadcopter pilot, and a karaoke superstar.

View all articles by Tony Zink
Related Content

Continue Reading

Discover more insights and articles that complement your current reading

Why Tools Matter More Than Ever in Project Management (And Why Most Organizations Still Get Them Wrong)
Articles
1 min read

Why Tools Matter More Than Ever in Project Management (And Why Most Organizations Still Get Them Wrong)

Most PPM tools fail because they’re built for oversight, not adoption. Here’s how to design for decisions instead, and why Smartsheet bridges the gap.

A
Anonymous
1 day ago
Read
The Integrated Master Plan: Terrible Name, but a Great Idea
Articles
1 min read

The Integrated Master Plan: Terrible Name, but a Great Idea

The Integrated Master Plan uses events, accomplishments, and criteria to define objective progress before scheduling begins. Here’s what it is and why it works.

A
Anonymous
13 days ago
Read
Managing the Sands of Time: How IT Projects Reflect an Hourglass
Articles
1 min read

Managing the Sands of Time: How IT Projects Reflect an Hourglass

Discover how the hourglass metaphor reveals the way time, tasks, and momentum work together in IT project management — and why managing the flow is the key to project success.

A
Anonymous
20 days ago
Read
Explore All Articles