PacBlue Printing's Digital Planroom

ProjectFile

Add Topics And Notes To File

Topics are high level categories for discussion.  Notes are additional conversation threads about a particular topic.  Topics and Notes exist at both the project and file level, and while they are accessed differently, they are otherwise very similar.  We will discuss the file Topics and Notes below, noting differences for project Topics and Notes where applicable.  

 

A icon (with a yellow body) indicates that file level notes exist associated with this file. (Project level notes are accessible from the main Projects screen.)  Click the topic link of the View Topics screen to view the topic contents and details.  As with Project level Topics and notes, you can generate and print reports of file level topics and notes.

 

To Add a Topic to a File:

To attach a topic to the specific file:

  1. In the View Topics screen,  click the button. The Add Topic screen displays.
  2. Choose a Category for the topic.  Topic Categories are created and maintained by the System Administrator.  
  3. Enter a subject (or title) for the topic and a description.
  4. Click the Save button to save the topic and close the window. Use the Save & Prepare Email button to save and close the topic and open a new TeamMail.    

 

To Add a Note to a File Topic:

You can add notes to an existing file topic by clicking the  Add Notes button in the View Chosen Topic & Notes page.  Type your note message in the bottom scrolling window of the Add Note to Topic screen.  Click Save to save your changes, or Save & Prepare Email to save your changes and send a notification email to the other project team members.

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