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Notes

td helpdesk

Last Update 5 luni în urmă

There are 2 notes areas to be found:

  1. On top of the 7 lists - to explain what you use each ist for
  2. In each tool - to make notes on status, topics in discussion, next steps, etc.


Let's go through them both in more detail:

Notes boxes on top of each list

Every list has a notes box at the top for you to customize the description of the content of each list:

A closer look:

Why?

Sometimes users have creative ideas of how to use the lists inside teamdecoder, and suddenly everything in the list "Skills" is part of "Our offer to stakeholders" - or in the list "Projects" we can find sub-circles of the items in the circles list. With the new notes feature, you can now personalize your lists with an individual text at the top.


Examples:

  • Skills = Our portfolio
  • Circles = Business units or task forces
  • Domains = products or regions


You can change the names of the lists (see > Personalization) and use the notes boxes to explain what you use each list for.

Switch on/off

If you do not need this features it can be toggled off in the settings:

If you want the notes box in some lists and in some not, you can toggle it on and off for each list seperately in the lists settings (3 dots on top right):


Notes areas inside all tools

Inside the tools, where you define the details of skills, roles, domains, circles, etc., you now have the ability to leave notes. These can be used, for example, to track the status or add context to the definition of a specific item.


You can find them here:

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