Using Notes

(This feature is available in version 12.1.0.4) You can use the Notes tab to track actions taken on To-dos.

About this task

You can add, edit, or delete notes based on your role related to the To-do or Checklist. The following table lists the roles and permissions for using Notes in a To-do:

Role Permissions
To-do Owner Add Notes | Edit Notes | Delete Notes
To-do Assignee Add Notes | Edit Notes | Delete Notes
Checklist Owner Add Notes | Edit Notes | Delete Notes
Checklist Editor Add Notes | Edit Notes | Delete Notes
Checklist Viewer NA

Also, when you add, edit, or delete notes, the details are logged in the History tab.

Procedure

  1. Adding Notes
    1. Locate the required To-do.
    2. Select > .
      The Edit To-do panel appears.
    3. Select Notes tab.
    4. Place the cursor in the Type your note here field and type your note.
    5. Click Add.
  2. Editing Notes
    1. Locate the required To-do.
    2. Select > .
      The Edit To-do panel appears.
    3. Select Notes tab.
    4. For the required Note, select > .
      The Edit Note dialog appears.
    5. Make the required modifications and click Save.
  3. Deleting Notes
    1. Locate the required To-do.
    2. Select > .
      The Edit To-do panel appears.
    3. Select Notes tab.
    4. For the required Note, select > .
      The Delete Note confirmation box appears.
    5. Click Delete.