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  • Overview
  • How to proceed?
  • Adding a Custom-Note
  • Associating a Custom-Note with a project element
  • Deleting a Custom-Note
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Overview
The custom-notes allow you to write down any ideas you want to remember, notes you must not forget, ... You can enter as many reminders as you like in any of your project elements. You can even stick your custom-notes on the Windows desktop.
A custom-note can contain text (free text or RTF text), images, sound, ...
How to proceed?

Adding a Custom-Note

To add a custom-note:
  1. Select:
    • in the project editor: "New .. New Custom-Note" from the popup menu (right mouse click). You also have the ability to click the icon (or the icon to create a text Custom-Note).
    • in the other editors: "New Custom-Note" from the popup menu (right mouse click).
    Select "New Custom-Note" from the popup menu (right mouse click).
  2. The wizard for creating a new Custom-Note starts. Select the type of information included in the new Custom-Note:
    • simple text.
    • formatted text.
    • scanned document.
    • text file, Excel worksheet, image, ...
    • voice recording.
  3. Depending on the type of the Custom-Note, enter the content of the Custom-Note, select the expected file or record the voice memo.
  4. Give a title to this new Custom-Note and validate.

Associating a Custom-Note with a project element

To associate a Custom-Note with a project element:
  1. Click the icon (pushpin in) found in the title bar of Custom-Note. The icon turns into a pushpin out: .
  2. Open the project element to which the Custom-Note must be associated.
  3. Click the pushpin again to associate the Custom-Note with the current element.

Deleting a Custom-Note

To delete a Custom-Note, click "X" in the Custom-Note (top right corner) and validate the dialog box that is displayed.
Minimum required version
  • Version 10
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