Having some handy notes or documentation can sometimes be handy when you need it in a pinch; whether this is the Wi-Fi password (which we all dread to ask); other internal keys; or leaving memos; the Notes page is useful to quickly access shared records. 

Adding a note starts by ensuring that there is a Note Category. You can add one by following the below steps:

Once logged into ProWorkflow:

  1. Click on the 'Notes' tab in the upper navigation
  2. Click on the '+' button, and the 'Category' button that follows. 
  3. Enter in your new Note Category name and Display order
  4. Click 'Add' to save your changes

Once this is created, you can then create a note under this category. This can be done by following the below steps:

  1. Click on the 'Notes' tab in the upper navigation
  2. Click on the '+' button, and the 'Note' button that follows. 
  3. Enter in your new Note, such as the Title; Category; Description; and who can view these notes.
  4. Click 'Add' to save your changes

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