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