Assign a Notebook Topic to an Activity
Assign a notebook topic to an activity to provide additional information on the activity. Activities can have more than one notebook topic assigned to them. A notebook topic can be assigned to multiple activities, but those activities do not share notebook topic notes; the notes of the notebook topic are specifically for that activity.
In order to be assigned to an activity, the notebook topic must already exist for the workspace. See Add a Notebook Topic for more information.
You must have Edit privilege assigned for Activities to assign and edit notes for existing notebook topics.
To assign a notebook topic to an activity:
- Navigate to the Activities page
- In the object selector, select a project or program.
- In the sidebar, hover over Schedule, and select Activities.
- Ensure the Notebook Topics column is displayed on the Activities page.
- In Settings, Notebook Topics is located under General in the Columns tab. For more information, see the Configure a Column topic.
- In the Notebook Topics field, select Notebook Topic .
- In the Notebook Topics panel, select Assign...
- In the Notes Editor, select the desired notebook topic from the Notebook Topic menu.
- (Optional) Edit the notebook topic notes.
- Select Save.
Last Published Monday, June 24, 2024