Assign a Notebook Topic

Assign a notebook topic to an object to provide additional information. More than one notebook topic can be assigned to an object. A single notebook topic can be assigned to multiple objects, but those objects do not share notebook topic notes; the notes of the notebook topic are specifically for that object. Notebook topics are supported for activities, WBSs, and projects.

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

You must have the Edit privilege assigned for the object to assign the existing notebook topics to that object.

To assign a notebook topic to an activity or WBS:

  1. Navigate to the page:
    • Navigate to the Activities page
    • Navigate to the WBS page
  2. Ensure the Notebook Topics column is displayed on the 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 dialog box, select a notebook topic from the Notebook Topic list.
  6. (Optional) Edit the notebook topic notes.
  7. Select Save.

To assign a notebook topic to a project:

  1. In the object selector, select Project, and then select View Projects List.
  2. Ensure the Notebook Topics column is displayed on the 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 dialog box, select a notebook topic from the Notebook Topic list.
  6. (Optional) Edit the notebook topic notes.
  7. Select Save in the Notes Editor.
  8. Select Save on the Projects page.