Where can I do this?
If you have the required privileges, you can assign or remove notebook topics, and add or edit notebook topic descriptions, on the Projects > Activities page or in Activity Notebook Details. When you click on an activity name in a portlet, its corresponding details page displays. You can also access Activity Notebook Details directly from the Activities page.
To display the Activities page, open the project or group of projects you want to work with in the Projects section, then click on the Projects toolbar.
I want to:
- Assign, revise, or remove activity notebook topics on the Activities page
- Assign, revise, or remove activity notebook topics in Activity Notebook Details
Assign, revise, or remove activity notebook topics on the Activities page
- In the Activity Table, right-click on an activity and choose Notebooks.
The Notebooks dialog displays a list of existing notebook topics for the activity, if any.
- In the Activity Notebooks dialog, do any of the following:
- To assign a notebook topic to the activity, click
. Select the notebook topic you want to assign, click Assign, then click Close.
- To view, add, or edit notes for a topic, double-click in the notebook topic's Description field, then click the browse button to display a text editor. Add, edit, or delete comments as necessary. When finished, click OK.
- To remove a notebook topic assignment, select the notebook topic row, then click
.
Tip: While the dialog is open, you can continue to select activities in the Activity Table and assign, revise, or remove notebook topics for the activities you select.
- Click OK to close the dialog and retain your changes, or click Cancel to close the dialog without retaining your changes.
- If you chose to retain your changes, on the Activities toolbar, click
(Ctrl+S) to save your changes, or click
(Ctrl+Z) to cancel your changes.
Assign, remove, or revise activity notebook topics in Activity Notebook Details
To display Activity Notebook Details
The procedure for displaying activity Notebook details differs depending on whether you access the details from the Activities page or in the Activity Details form.
From the Activities Page:
- On the Activities page, select the activity and, on the Activities toolbar, click
.
- Select Activity Details.
- Select Notebooks.
or
In the activity table, right-click an activity and select Notebooks.
From the Activity Details Form in a portlet:
Expand the Notebook section, if necessary.
The layout you see depends on a combination of administrative configurations and your preference settings. If Notebook details do not appear, edit your preferences to add them.
To assign notebook topics
- On the Notebook Details page, click Assign Notebook Topic.
- Choose from the available topics, then click Assign.
You can assign multiple topics, one at a time. - When finished assigning topics, click Close.
To edit notebook topic assignments or descriptions
- On the Notebook Details page, click the Notebook Topic name.
- Add or revise the topic description, then click Save.
Or, click Remove Assignment and click OK to confirm.