Note categories

You can assign your notes to a category.

You can assign a color to each category to quickly and clearly distinguish between different types of notes in the data entry.

You can create note categories under More -> Admin -> Projects -> Note Categories.

To do this, click the + Note Category button in the top right corner.

In the Name field, enter a name for your category.

In the Note field, you can use placeholders to define a default text, which will then be populated with, for example, the date and time the note was created.

You can also add additional text for each note entry or leave the field blank.

To learn how to create a note and select your note category, visit here.