Adding details, an attachment, and personal notes to daily notes and day events

Adding details to a daily note or day event
  1. Select the Details tab in the Daily Note or Day Event dialog box.

  2. If this is a repeating daily note or day event, select the instances which you will want to share the same details. If you want all the instances to have the same details, go directly to step 3 without selecting instances.

NOTE: You can create multiple instances of the same entry by clicking Repeating. See Creating a repeating entry for more information.

  1. Enter details. You can enter up to 30,000 characters to describe the daily note or day event.

  2. If you want to add the same details to all the instances, click Apply to all after you have entered the details.

Attaching a file to a daily note or day event
  1. Select the Attachments tab in the Daily Note or Day Event dialog box.

  2. If this is a repeating daily note or event, select the instances which you will want to share the same file attachment. If you want all the instances to have the same file attachment, go directly to step 3 without selecting instances.

NOTE: You can create multiple instances of the same entry by clicking Repeating. See Creating a repeating entry for more information.

  1. Click Attach.

  2. In the Select File To Attach dialog box, select the file you want to attach to the entry and click OK. Once the file has been attached to the entry, an icon representing the attachment is displayed on the Attachments tab. If you want to remove an attached file, click Remove.

  3. To add a different file attachment for separate instances, repeat steps 2 to 4 until you have finished adding attachments for all the instances you want.

  4. If you want to attach the same file to all the instances, click Attach to all after you have selected the file in step 4.

NOTE: You cannot attach files or access attachments if you are working offline.

Adding personal notes to a daily note or day event
  1. Select the Reply/Notes tab in the Daily Note or Day Event dialog box.

  2. If this is a repeating daily note or day event, select all the instances which you will want to share the same personal notes. You can create multiple instances of the same entry by clicking Repeating. See Creating a repeating entry for more information.

  3. You can enter up to 30,000 characters under Personal notes. You will only be able to see or modify the personal notes if you are the one who created them or if you have designate rights for the person who created them.

See also:

Creating a daily note or day event entry