Add a Note When Creating a New Booking

This article covers selecting the Booking Properties when adding a new booking in the Add Booking dialog box.

1. From the Icon Bar click Project List .
2. From the Project List page, select the Project you wish to edit by following one of these steps:
   1. Click the Project context menu button to expand it. From the available options click Edit.
      OR
   2. Click the name of the Project you wish to access.

      Tip: Use the search capability for an efficient way of finding the specific project. For further details refer to Searching for a Project within the Project List page.

3. Hover your mouse over the Planners tab and click the Work Plan option.
4. Click New and then select Booking. For further details on how to create a Booking refer to Adding a Booking on a Project Work Plan.
5. Navigate to the Notes tab.
   1. Click the Show Formatting Options button to access the Rich Text editor to format your Note.
   2. Select the required Note Type.
   3. Enter the required note in the text field and format it as needed using the available options in the Rich Text Editor.

      Note: If Enable Mentioning in Comments & Notes is turned on in System Configuration, you can mention team members using @ notation. A placeholder message—“Type @ to mention and to notify someone”—appears next to the cursor as guidance.

   4. Click Send to save the note and send notifications to mentioned users. You can add additional notes by repeating steps 5 and 6 as needed, or edit or delete a saved note.

      

6. Select Save to save the Booking, close the Add Booking dialog box, and return to the Work Plan.

   Tip: The saved booking line is highlighted in light blue for a few seconds. The highlight then fades back to the normal background color. This helps you quickly spot the booking.