Associate Notes with Note Categories

Use the Notes tab on the Project Properties, Task Properties, and the Resource Properties dialogs to associate a project note with 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 list or you can use the categories that are already listed. The categories listed are those that you added when you defined the Open Workbench general options.

Follow these steps:

1. Open the Project Properties, Task Properties, or the Resource Properties dialog.
2. Open the Notes tab.
3. Complete one of the following steps:
   • Add a note in the text box.
   • Select a note in the History grid.
4. Enter or select a category with which the note is associated from the Category drop-down list.

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

5. Click Add and click OK.

More information:

Add Notes

Delete Notes