Add a Notebook Topic

Notebook topics are added at the workspace level. After notebook topics are added, they can be assigned to project activities within the workspace. You must be assigned the Add, Edit, Delete privilege for Notebook Topics to be able to add a notebook topic to the workspace.

To add a notebook topic:

In the object selector, select a workspace.
In the sidebar, select  Summary & Settings.
On the Summary & Settings menu, select Dictionaries, and then select Notebook Topics.
In the table, select  Add.
In the new row, in the new Name field, enter a unique name for the notebook topic.
(Optional) Update the Sharing Method field. The sharing method is set to Manual by default.
In the Applies to panel, select Activities.
Select Save.

Tips

To add notebook topics from parent workspaces that have the sharing method set to Manual, select Assign.... Notebook topics in parent workspaces that have the sharing method set to Automatic will show by default.
Use the  Context menu to add and delete notebook topics, view which workspaces the notebook topic is currently used by, and change the owning workspace of the notebook topic.

Last Published Tuesday, May 21, 2024