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Associate Notes to Note Categories

Use the Notes tab on the Project Properties, Task Properties, and Resource Properties dialog boxes to associate a project note to a note category. Use Categories to select and filter different groups and classes of tasks, notes, or resources in the view.

You can enter new categories to the Category drop-down or you can use the categories already listed. The categories listed are those you added as an Open Workbench general option.

To associate a note to a note category

1. From the Project Properties, Task Properties, or the Resource Properties dialog box, click the Notes tab.

   The Notes tab displays.

2. Do one of the following:
   • Add a note in the text box.
   • Select a note in the History grid.
3. Enter or select a category to which the note is associated from the Category drop-down.

   Note: If you add a new notes category, you must specify a global file location to make it globally available for use.

4. Click Add.

   The note appears as the last item in the History grid.

5. Click OK.

   The dialog box closes.

More information:

Add Notes

View a List of Notes

Edit Notes

Define Note Categories

Delete Notes