Rich Text Editor

You can use a Rich Text Editor to format the Message text when creating/modifying the following Notification types, Comments and Notes:

1. Workflow Notifications, such as:

   1. Resource Request Workflow Notifications (Setup > Workforce Planning)
   2. Work Item Workflow Notifications (Setup > Work)
   3. Financial Workflow Notifications (Setup > Financial)
   4. Expense Workflow Notifications (Setup > Expense)
   5. Timesheet Workflow Notifications (Setup > Timesheet)
   6. Project Workflow Notifications (Setup > Work)
   7. Work Processes Notifications (Setup > Work Processes)
2. Notifications, such as:

   1. System Notifications (Setup > Notifications > System Notifications)
   2. Budget Notifications (Setup > Notifications > Budget Notifications)
   3. Workforce Planning Notifications (Setup > Notifications > Workforce Planning Notifications)
   4. Client PO Notifications (Setup > Notifications > Client PO Notifications)
   5. Announcement Notifications (Setup > Notifications > Announcement Notifications)
3. Notes, available in the following areas:

   1. Project Notes:
      • Project Edit (Project List > Project Edit > Attachments > Notes)

        Note: You can mention users in Project Notes. For further details, refer to Using Mentions in Comments and Notes.

      • Status Reports (Project List > Project Edit > Status Reports > Attachments > Notes)
   2. Organization Breakdown Structure (OBS)
      •  User Edit (Setup > Organization > Users > User Edit > Attachments > Notes)
   3. Work Plan Booking/Resource Request Notes
      • Group Work Plan: Setup > Organization > Groups > Group Edit
      • User Work Plan: Setup > Organization > Users > User Edit
      • Role Work Plan: Setup > Organization > Roles > Role Edit
      • Project Work Plan: Project List > Project Edit > Planners Or Project List > Context Menu
      • Resource Scheduling Work Plan: Entries > Resource Scheduling
      • Project Scheduling Work Plan: Entries > Project Scheduling
      • My Work Plan: Entries > My Work Plan

      Note: You can mention users in Work Plan Booking Notes. For further details, refer to Using Mentions in Comments and Notes.

   4. Work Breakdown Structure (WBS)
      • Client Edit (Setup > Work > Clients> Client Edit > Attachments > Notes
      • Client Contact Edit (Setup > Work > Clients > Client Edit > Contacts > Contact Edit > Attachments > Notes)
      • Client Invoice Edit (Setup > Work > Clients > Client Edit > Invoices > Invoice Edit > Attachments > Notes)
      • Client PO Edit (Setup > Work > Clients > PO Edit > Client POs Prepayment Charge > Notes)
      • Portfolio Edit (Setup > Work > Portfolios > Portfolio Edit > Attachments > Notes)
      • Portfolio Projects Edit (Setup > Work > Portfolios > Portfolio Edit > Projects > Project Edit > Attachments > Notes )
      • Work Type Edit (Setup > Work > Work Types > Work Type Edit > Attachments > Notes)
      • Task Edit (Setup > Work > Tasks > Task Edit > Attachments > Notes)
   5. Entries
      • Leave Request Edit (Entries > Leave Request Manager > Leave Request Edit > Attachment > Notes)
      • Work Item Manager (Entries > Work Item Manager > Work Item Edit > Attachment > Notes)
      • Charges My Entries/Approval (Entries > Charges > My Entries/Approval > Charge Entry Edit > Attachments > Notes)
      • Products My Entries/Approval (Entries > Products > My Entries/Approval > Product Entry Edit > Attachments > Notes)
      • Timesheet Notes (Entries > Timesheet Manager > Notes > Attachments > Notes)
   6. Program Edit (Program List > Program Edit > Attachments > Notes
   7. Financial
      1. Invoice (Financial > Invoice Manager > Invoices > Invoice Edit > Attachments > Notes)
      2. Batches (Financial > Invoice Manager > Batches> Invoices> Invoice Edit > Attachments > Notes)
4. Work Item Comments, accessible through the following entry points:

   1. Entries > Work Item Manager > Expand drawer > Comments tab
   2. Entries > Work Item Manager > Work Item Edit > Comments tab
   3. Project List > Project Edit > Work Items tab > Expand drawer > Comments tab
   4. Project List > Project Edit > Work Items tab > Work Item Edit > Comments tab

   Note: You can mention users in Work Item Comments. For further details, refer to Using Mentions in Comments and Notes.

This article details the available options when using the Rich Text Editor.

• Working with the Rich Text Editor
• Handy Shortcuts
• Formatted Notification delivery in MS Teams

Working with the Rich Text Editor

The controls comprise of icons on the toolbar. The toolbar setup here shows the basic icons and menus.

Item	Icon	Description
Undo
Redo
Formatting		Paragraph Applies a paragraph format to the current selection. Heading 1 Changes text to Heading 1. Heading 2 Changes text to Heading 2. Heading 3 Changes text to Heading 3. Heading 4 Changes text to Heading 5. Heading 5 Changes text to Heading 5. Heading 6 Changes text to Heading 6. Pre Adds pre and code tags around the current selection to create a code block.
Bold		Bolds the current selection.
Italic		Italicises the current selection.
Underline		Underlines the current selection.
Strike-through		Applies strike though format to the current selection.
Background Color		Applies selected background color to the current selection.
Text Color		Applies selected color to the current selection.
Align left		Left-aligns the current block.
Align center		Center-aligns the current block.
Align right		Right-aligns the current block.
Justify		Justifies the current block.
Bullet list		Formats the current selection as an unordered bullet list.   Default   Circle   Square
Numbered list		Formats the current selection as an ordered number list.   Normal   Lower Alpha   Lower Greek   Lower Roman   Upper Alpha   upper Roman
Indent		Indents the current list item or block element.
Outdent		Outdents the current list item or block element.
Table
Insert/Edit link		Inserts a link to a Section.
Clear formatting		Clears current formatting.
Find and replace		Search and/or Replaces contents within the editor
Help		Access the help.

Handy Shortcuts

Action	Shortcut (PC)	Shortcut (Mac)
Bold	Ctrl+B	Command+B
Italic	Ctrl+I	Command+I
Underline	Ctrl+U	Command+U
Select all	Ctrl+A	Command+A
Redo	Ctrl+Y / Ctrl+Shift+Z	Command+Y / Command+Shift+Z
Undo	Ctrl+Z	Command+Z
Heading 1	Shift+Alt+1	Ctrl+Option+1
Heading 2	Shift+Alt+2	Ctrl+Option+2
Heading 3	Shift+Alt+3	Ctrl+Option+3
Heading 4	Shift+Alt+4	Ctrl+Option+4
Heading 5	Shift+Alt+5	Ctrl+Option+5
Heading 6	Shift+Alt+6	Ctrl+Option+6
Paragraph	Shift+Alt+7	Ctrl+Option+7
Div	Shift+Alt+8	Ctrl+Option+8
Address	Shift+Alt+9	Ctrl+Option+9
Open help	Alt+0	Option+0
Focus to menu bar	Alt+F9	Option+F9
Focus to toolbar	Alt+F10	Option+F10
Focus to element path	Alt+F11	Option+F11
Focus to contextual toolbar	Alt+F9	Ctrl+F9
Open pop up menu for split buttons	Shift+ nter	Shift+Enter
Insert link	Ctrl+K	Command+K
Save	Ctrl+S	Command+S
Find	Ctrl+ F	Command+F
Switch to or from full screen mode	Ctrl+Shift+F	Command+Shift+F

Formatted Notification delivery in MS Teams

You can display the following in MS Teams:

• Paragraphs
• Headings H1-H7
• Bold text
• Italic text
• Left alignment (default alignment) for text
• Bullet points for lists
• Numbered lists
• Hyperlinks