As an administrator, you have the ability to create, edit and delete different note types for your current company. These note types will appear within the add note modal within a process or value stream.
The 5 original note types (standard, question, tip, warning, exception) will be available as default types.
Create a Note Type
From the Settings click on Note Types
At the top select Add Note Type
Fill in the details
The description and icon are compulsory fields
The colour will display in light mode
The alternative colour will display in dark mode
Click on the green Add Note Type button at the bottom of the modal
The newly created note type will be added to the list of types and can now be selected in the dropdown menu when creating new notes.
Edit a Note Type
Click on the description of a note type
The Update Note Type pop up will open
Update the fields you want to change
Click on the green Update Note Type button at the bottom of the pop up
The note type should update in the table and appear when adding notes into a process or value stream.
Deleting Note Types
Click on the checkbox of the note type you want to delete
Click the Delete button at the top of the page
Only note types that have not been used can be deleted. You will need to remove, or change, the note type from the process or value stream before the type can be deleted.
