Attaching a Note to an Activity

Use this procedure to attach a note to an activity.

To attach a note to an activity:

1. Display the Activity Details dialog box or the Activity Progress dialog box for the activity to which you want to attach a note.

2. Click the Notes tab.

3. From the Category list, select a category for the note that you want to attach.

   While you may attach multiple notes to an activity, you can attach only one note per category.

4. In the text box, enter any information you wish about the activity.

5. Click Apply.

Related Topic

• Notes Tab of the Activity Details Dialog Box

Related Procedures

• Editing an Activity Note
• Deleting an Activity Note
• Creating a Note Category
• Editing a Note Category
• Deleting a Note Category