Private notes and tags for objects

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Private notes and tags for objects

The system allows users to add their own tags and notes to shared objects that are only accessible to them.

Overview of custom tasks on the desktop – dashboard

The image may differ from your view due to user settings.

The purpose of private notes and tags is to simplify your work by allowing you to mark a task that is rushed or problematic from your point of view, for example.

Why vlative priority

A task may be rushed for you because you know you won't have time for it in the next week. However, the overall task does not need to be rushed. That's why you have the option to set priority, urgency and symptoms individually.

So if a task is a priority in general, you should indicate this directly in the task so that it is visible to everyone.

Settings are not just for tasks

The ability to set custom flags and notes is supported for those objects where collaboration, sharing, and different individual perspectives on their importance are expected. Without trying to be exhaustive, these are:

Objects that support custom tags are easy to recognize because they have flag and star symbols in their lists

How to fill in a custom tag and note

Tag settings

Setting up a custom tag is easy – just click the non-blank or full icon and the tag will change.

Entering a custom note

Double-click quickly on the asterisk icon to open a dialog with additional information. If you are in the object detail, click on the name of the object.

Inserting your own note to an object

In addition to the tags that you can enter without a dialog, there are other options for marking the object.

You can see the mark you enter here in the overview on the workspace and in the object detail. If you delete the note, it is removed from the system and there is no way to trace that you had them.

The importance of custom priorities

Custom priorities are used for some objects to sort them on the workbench. In the case of project and business area, setting the lowest priority will even hide the area from the workbench entirely.

For tasks, custom priorities affect the order of tasks. But you can't hide a task completely, lest it be forgotten.