Annotations and attachments

Annotations

Use annotations to add extra information to a process or an activity in a process. This information is then readily available to the user implementing the TotalAgility site.

You can position an annotation anywhere in a process map, and directly attach it to an activity or a node.

Note Annotations placed anywhere on the map are saved in that position.

See Add an annotation.

Attachments

Use attachments to link additional information to a process or activities within a process. For example, for a Procurement process, attach process-related documents, such as an exceptions list, terms and conditions, or an example invoice form.

An attachment can be a Word document, Excel spreadsheet or a PowerPoint presentation. Once an attachment is added to a map, it is available to all users who open that map and select to view the attachment.

Note The position of the attachments is retained upon saving a map.

See Add an attachment.