Item Note Categories
This lesson will show you how to create and edit Item Note Categories.
Click on the pencil icon of an item
If you have existing note categories, notes that are set to "Sticky" will always be visable
To select your other note categories for this item, click on the 'add another note' button (1), and then select your note category (2)
To edit your Item Notes Categories, click on the gear icon.
To add a new category, click on the add new category button.
To delete a category, click on the red '-' icon.
To edit a category, click on the pencil icon.
Editing an existing note category
If you click on the pencil icon or the 'add a new category' button, you will be able to enter the name of the category, and wether it is a 'Sticky' note category.
If you want your item notes displaying in a column in your plan, hover over the notes icon and select which notes to display.
Your notes will appear in columns in the Plan View.
