Assign a Notebook Topic to a Project

Assign a notebook topic to a project to provide additional information on the project. Projects can have more than one notebook topic assigned to them. A notebook topic can be assigned to multiple projects, but those projects do not share notebook topic notes; the notes of the notebook topic are specifically for that project.

In order to be assigned to a project, the notebook topic must already exist for the workspace. See Add a Notebook Topic for more information.

You must have Edit privilege assigned for Projects to assign and edit notes for existing notebook topics.

To assign a notebook topic to a project:

  1. In the object selector, select Projects, and then select View All Projects.
  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 Add.
  5. In the Notes Editor, select the desired notebook topic from the Notebook Topic menu.
  6. (Optional) Edit the notebook topic notes.
  7. Select Save in the Notes Editor.
  8. Select Save on the Projects page.