Notes

The Notes section lets you view notes that have been attached to the selected work item. It also lets you add new notes to the work item. The number in the circle next to the Notes heading indicates the number of notes associated with the work item.

Notes are displayed next to the name and picture of the operator who added the note.

Adding Notes to a Work Item

1.   To add a note, click .
2.   From the Select a note name drop-down list, select a name for the note.
3.   In the text box, type the content of your note.
4.   Click Add Note.

The note is added to the list of notes and the number indicating the number of notes associated with the work item is incremented by one.

To discard the note, click Discard.

5.   To share the note, click .

Buttons and Fields

Item Description

 

Add a new note to the work item.

Select a note name from the drop-down list.

Note: This drop-down list is available only after is clicked.

Click to add the content of the note to the selected work item.

Note: This option is available only after is clicked.

Discard the note's contents and cancel the add note process.

Note: This option is available only after is clicked.

Move back to the top of the page.
Share work item notes with others.

Picture and XTRAC login ID of the operator who added the note. The picture's border color indicates current status.

  • Green - online and available
  • Yellow - away
  • Red - busy
  • Gray - offline and unavailable

Send email to the user who added the note.

Note: This option is available only when the user is online.

Send instant message to the user who added the note.

Note: This option is available only when the user is online.

Click to see the operator's name, ID number, job title, site location, and phone number.
Move back to the top of the Work Item pane.