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- Overview
- How to?
- Adding a Custom-Note
- Associating a Custom-Note with a project element
- Deleting a Custom-Note
Custom-Notes allow you to capture and write ideas, reminders, remarks, etc. You can type as many reminders as you like, in any element of your project. You can even stick your custom-notes on the Windows desktop. A Custom-Note can contain text (plain text or RTF), images, sound and more. Adding a Custom-Note To add a custom-note: - Select "New Custom-Note" in the context menu (right mouse click).
- 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, etc.
- voice recording.
- Depending on the type of the Custom-Note, enter the content of the Custom-Note, select the expected file or record the voice memo.
- 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: - Click
 (diagonal pushpin icon) in the title bar of the Custom-Note. The icon changes to a vertical orientation:  . - Open the project element to which the Custom-Note must be associated.
- Click the pushpin again to associate the Custom-Note with the current element.
Deleting a Custom-Note To delete a Custom-Note, simply click the "X" on the Custom-Note (top right) and validate the dialog box.
This page is also available for…
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