Who is this article for?

   Users who want to share details within an Objective.

   Risk module access is required.

Notes are an additional tool that help you share information relating to an Objective with the rest of the team. This article shows you how to create one.

1. Adding a Note
   1. Video
   2. Steps
2. Further reading

1. Adding a Note

1.1. Video

1.2. Steps

To add a Note:

1. Open the Objective you want to add Notes to.
2. Switch to the Notes tab.

3. Click Create Note.

4. Enter the information you want your team to have access to.
5. Click Save.

You will be taken back to the Objective screen where you will see your Note listed.

To edit or delete the Note, select the relevant option from the Actions menu to the right of the entry.

2. Further reading

• Adding Actions to an Objective
• Adding Controls to an Objective
• Adding Risks to an Objective
• Adding Tests to an Objective
• Managing an Objective