Edit a Notebook Topic

You must have Edit privilege assigned for Activities or Projects in order to edit notes of the existing notebook topic for that object. When you edit notebook topic notes for an activity or project, the notebook topic notes are updated for only that activity or project even if the topic is assigned to multiple objects.

To edit notes for a notebook topic assigned to an activity:

  1. Navigate to the Activities page
  2. 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.
  3. In the Notebook Topics field of the project row, select Notebook Topic .
  4. In the Notebook Topics panel, select the Context menu for the desired notebook topic, then select Edit.
  5. In the Notes Editor, make desired changes to the topic.
  6. Select Save in the Notebook Topics panel.

To edit notes for a notebook topic assigned to a project:

  1. In the object selector, select Projects, and then select View All Projects.
    • You can also select View All Projects from the Workspace Home page to only view projects in the current workspace.
  2. Ensure the Notebook Topics column is displayed on the Projects page.
    • In Settings, Notebook Topics is located under General in the Columns tab. For more information, see the Configure a Column topic.
  3. In the Notebook Topics field, select Notebook Topic .
  4. In the Notebook Topics panel, select the Context menu for the desired notebook topic, then select Edit.
  5. In the Notes Editor, make desired changes to the topic.
  6. Select Save in the Notes Editor.
  7. Select Save on the Projects page.