Add a collaboration note
A collaboration note is a multi-line piece of text that can be added to your workflow to collaborate with others working on the same workflow. For example, you can request items from IT adding a note that they can address.
The notes are only available to be actioned once the workflow is saved or published.
A collaboration note can be added via the TotalAgility Workspace (through Job viewer or your Quick Workflow available on your dashboard.)
When you add a note via the Job viewer, or your Workflow in your dashboard ( option), the note appears in the TotalAgility Designer and TotalAgility Apps.
Once added, you can update a note in
TotalAgility Designer
or in
Quick Workflow.
To learn how to update notes in the
TotalAgility Designer,
refer to
Update notes
in the
TotalAgility Designer Help.
To add and update notes in Quick Workflow, perform the following steps:
-
On the
Collaboration tab, click
Add.
The Add collaboration note dialog box is displayed.
- In the Note box, add the text that you want to add as note.
- Click Add.
-
Save or publish the solution.
The note is added to the Collaboration note list. The following information about the note is displayed: the note text, who created the note, the date on which the note was created.
This list also includes any existing process notes for the process associated with the Quick Workflow. If any action was taken for those notes, who took the action, the date the action was taken, and any comment added for the action are also displayed.
You can take an action on the note in the TotalAgility Apps or in the TotalAgility Designer.
-
You can update the note in
Quick Workflow
stating whether an action has been taken for this note.
-
On the
Collaboration notes
list, click the note.
The Edit collaboration note dialog box is displayed.
- Change the note text if needed.
- Select Actioned.
- In the Comment box, enter a comment. For example, state the action taken for this note.
- Click Update.
-
On the
Collaboration notes
list, click the note.