Notebook Topics Overview

Notebook topics are collections of notes that provide additional information on a project or activity. For example, you could have two notebook topics named Objectives and Constraints respectively. The Objectives notebook topic might provide a list of the main goals to strive for when working on an activity. The Constraints notebook topic could include information on obstacles or roadblocks that you need to be aware of as you progress through your activity.

Notebook topics are created at the Workspace level and then assigned to projects or activities. Notebook topics with sharing method set to Automatic are inherited in the workspace hierarchy by default. Those notebook topics set to Manual must be selected for display in any child workspaces. The owning workspace of a notebook topic can be changed, and you can only delete, rename, or update the sharing method of a notebook topic while in the owning workspace of that notebook topic.

Activities and projects can have more than one notebook topic assigned to them. One notebook topic can be assigned to multiple activities or projects, but those activities and projects do not share notebook topic contents; the contents of the notebook topic are edited specifically for that activity or that project. Notebook topics can include attachments, such as files or images, as well as links to external web pages. To see the notebook topics assigned to an activity or project, the Notebook Topics column must be displayed in the view on the Activities or Project Inventory page.

You must be assigned Notebook Topic privileges to add, edit, or delete a notebook topic in the workspace. You must have Edit privilege assigned for Activities or Projects in order to assign and edit notes for the existing notebook topics for that object.