Adding Memos
-
Click Reports in the sidebar to the left
-
Click the Development Report
3. Click Add Memo on a unit for which you would like to add a memo.
4. In the popup window that appears, select both the Memo Type and Memo
Category.
5. Type your note under Memo.
6. Click Save to keep your memo.
7. Memos will show up on the report as well as on the Memo tab on the unit details
page.
Editing Dates
-
Click Reports in the sidebar to the left
-
Click the Development Report
3. Any 'Estimated Dates' with blue links can be edited. Click the date itself to edit
the estimated task date.
4. In the popup window that appears, you make make changes to Task Status,
Estimated Completion Date, Duration, and/or Task Assignment. You can also
enter Comments as needed, Hold the Date or Automatically Update Estimated
Dates on All Child Dependent Tasks.
5. Click Update Task to save your changes.
6. Your changes will be immediately reflected both on the report itself and back in
the unit on the details page within the timeline itself.