Adding notes and attachments
Add notes and attachments to programs, action plans, or actions to keep a record of project-related data.
About this task
You can capture multiple time-stamped notes and attachments. The timestamp helps to manage the plans and track progress.
Procedure
- To open a Actions grid, from the main menu, click All Actions. and then click
- Select an action in the Actions grid.
- Click to open the Preview panel.
- Expand the Attachments section, click Add, and browse to upload a file.
- Expand the Notes section, click Add, and enter the note.