Adding Notes

Participants can add text notes to a work item. Participants who work with the item later in the process can read the notes and add notes of their own if necessary.

CAUTION:

Once a note is added to a work item it remains for the life of the work item and cannot be removed or modified. You should verify the contents of any note you enter.

To add a note:

In the Work Item Detail panel, select the Notes tab. A table is displayed with the notes that have been added to the work item.
Click on the Add Note button ().
Write or paste your note in the text box and click OK to add it. The note added to the notes table.

Note: Notes are sometimes added automatically to a work item as it advances through the process. These notes, which appear the same as notes added by participants, often indicate the status of certain tasks and activities.

Tip: Notes are lost after the work item has ended, when it is discarded a few days or weeks later, depending on how your business process is configured. If there are any notes you wish to access after the work item is no longer available, you should copy the note to a text file stored elsewhere.