Add notes to an action item to document updates, communicate progress, or record additional context throughout its lifecycle.
Follow these steps to add a note to an action item:
In CINC, go to Portfolio > Action Items.
OR
In CINC with universal navigation, go to Tasks > Action items > Action items.
The Action Items page displays. Click the name of the action item.
The Edit Action Item page displays. Click Add in the Notes section.
The Add Note window displays. The Date field defaults to the current day, but update it if necessary.
Select whether the note is Public.
Note: Selecting NO prevents the note from displaying on portfolio reports.
Enter a subject in the Subject field.
Enter a Note with a minimum of 5 characters.
To add attachments, click Browse to locate and select the appropriate file(s) to attach.
Click Save.
Notes:
To edit an existing note, click the date/time link for that note to open the Edit Note page. Only notes you added are editable.
To change a note's Public status after it's saved, select or clear the checkbox in the Public column next to that note. Only notes you added are editable.