How do I add a note to a Project with Project Information?

Updated on September 4, 2020 02:38AM by Admin

The Mapping feature of Apptivo allows users to map the fields present in a project with notes while creating them. By this, the fields shown while creating notes will automatically display the values of the mapped fields present in the associated project.

Note: This feature is available in the Ultimate and Enterprise plans of Apptivo.

Steps to map the attributes of Projects with Notes

  • Log into your Apptivo account and navigate to the Projects App. Select Settings from the App Header.
Projects App

  • In the Settings page, go to Collaboration. Here, scroll down to Notes.

  • Enable Map and set your own pre-defined values while creating Notes toggle. Now, select Mapping.
Enabled Toggle

  • You will be redirected to Projects→ Notes Mapping Fields. Here, map the required fields. The Description and Shared With fields of Notes are mapped with Name and Project Manager of projects.

  • Save the changes. Create a new project or open an existing project in the Projects App.

  • Go to the Notes tab and select Create.
  • The Create Notes window will have the values mapped in the configured fields. For instance, the description of the note will be the project’s name as per the mapping. This also applies to other mapped fields.
Create Note