Add a note

Add a note to a project to review later.

Before you begin

Role required: sn_process_optimization_analyst, sn_process_optimization_power_user, or sn_process_optimization_admin

Procedure

1. Select the project to add a note to.
2. From the project view, select the Notes () icon to open the Notes panel.
3. Select New note and type a note into the box.
   You can get someone's attention in a note by mentioning them. For each user you want to notify, add an @mention containing the user's name. When the note saves, users receive an email notification.
4. Optional: Check Attach snapshot to add a snapshot of the current process map view.
   Scroll the view to include the area you want to snapshot. To add a larger or smaller view of the process map image, zoom the map in the main screen before adding it as a snapshot.

   • Adding snapshots can be helpful for restoring settings at a later time. For example, when revisiting a note, you can preview an attached snapshot and see the configured settings at the time the snapshot was added. You will have a picture of how you can replicate a project to the same state.
   • If viewing a linked process, a snapshot of both the main and linked projects add to the note.
5. Select Post.