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How to write your Project Notes Worksheet

We include this editable document in the Proposal Kit Professional. Order and download it for $199. Follow these steps to get started.


Use this worksheet to keep track of details about each project. Make sure to keep notes on all design aspects such as fonts used, contact names, etc. If a project has to be updated in the future you may not always recall details such as font names used, login passwords, client contact names, etc. Use this template along with the Web Hosting and Server Setup template.
Document Length: 1 Page
Business proposal example What Our Clients Say

I’ve been using Proposal Kit Pro for several years now. It has helped me with proposal writing (which I used to totally dread!). It has made it easy for me to provide estimates and even in building questionnaires for my design clients! Before Proposal Kit Pro I didn’t even use contracts and having the ability to write professional proposals has helped me to close more, and bigger (more money) deals in my design business! A+ to the folks that put this together. Highly recommended!"

Steve DeFalco

1. Get Proposal Kit Professional that includes this business document.

We include this Project Notes Worksheet in an editable format that you can customize for your needs.

2. Download and install after ordering.

Once you have ordered and downloaded your Proposal Kit Professional, you will have all the content you need to get started with your project management.

3. Customize the project template with your information.

You can customize the project document as much as you need. You can also use the included Wizard software to automate name/address data merging.

Project Notes Worksheet

Writing the Project Notes Worksheet document

Project Notes Worksheet

Keep track of all of a project’s codes, links, user id/passwords and other attributes for future reference. You may not remember all of the details a year after the site was built when it needs maintenance or has to be turned over to someone else. Notes Background color Color Scheme (3) Graphics Font 1 & Effect Settings Graphics Font 2 & Effect Settings RSACI Content Id Insert service User Id/Password Insert service User Id/Password Insert service User Id/Password FTP User Id/Password Home URL Secure URL Admin URL E-mail 1, pop account information E-mail 2, pop account information E-mail 3, pop account information E-mail 4, pop account information E-mail 5, pop account information Insert Component report/file location Insert Component report/file location Insert Component report/file location Insert Component report/file location Client Contact Info * Technical Lead * Art Director * Owner/Operator * ISP.

A Document from Proposal Kit Professional

The editable Project Notes Worksheet document - complete with the actual formatting and layout is available in the retail Proposal Kit Professional.
Produced by:
Proposal Kit
Software › Computer Software › Business & Productivity Software
$199 USD
Proposal Kit reviews4.7 stars, based on 843 reviews
The Project Management Pack suite of templates complements the proposal and contract documents by giving you a collection of business documents to use once you have a project to work on.
Proposal KitPublished by Proposal Kit, Inc.

We include a library of documents you can use based on your needs. All projects are different and have different needs and goals. Pick the documents from our collection, such as the Project Notes Worksheet, and use them as needed for your project.

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