Notes are used to add additional information to activities, process links and decisions within a process or value stream. Notes can only have 1 type. Administrators can add, edit or delete note types.
There are 5 default note types that can be used:
Standard
Question
Tip
Warning
Exception
Any note types added by administrators will appear in the dropdown when creating notes. Each note has a unique colour and icon to quickly show what type of note has been added.
Quick Steps
Click on the options icon next to the item needing a note
Click on Add Note
Enter the note title and description
Select the note type
Click Add Note to save the details
The note will appear below the activity/ process link/ decision title in the diagram content menu
Different Displays of Notes
When creating a note, the 'Display on Map?' toggle is disabled for stakeholders and administrators as this is set in the admin settings when creating the note type
This toggle allows administrators to display important notes on the map to draw viewers' attention to the note
If the toggle is on (green), a red triangle will appear on the activity, process link or decision the note was added to
If the toggle is off (grey), the red triangle will not display
Simply click on the red triangle to see a list of all notes added to the activity, process link or decision that have been set to display on the map
To hide a note from a non-stakeholder, open the edit note modal and change to the display tab. Ensure that the 'Display to non-stakeholders?' toggle is off and save the changes. The note will now only appear for stakeholders and administrators.
Notes can be put in bold, italics, underlined and lists, however, if the process is printed to PDF, the format seen in the note will not be the same as the PDF.
To reposition a note within an activity/ decision/ process link, drag and drop the item to a new position.
To delete a note, click the options icon next to it, and select delete.
To edit a note, click the options icon next to it, and select update.
To keep a note open at all times, open the edit details modal and change to the display tab, ensure that the 'Collapse by default?' toggle is off and save the changes. The note should now appear in the diagram content menu as expanded/open. The settings will be remembered for all changes or movements of the note and process.
