Adding Annotations to Planning Views

Use annotations to add contextual notes and other information to Grid and Gantt views. For example, you may add notes about what is contained within the view, specific elements within a view, or notes for others if the view is public. Annotations display within the view and are available for anyone with access to the view to see. Annotations are also included when the view is downloaded as an image.

Anyone can add and place an annotation in a view; however, annotations are available only in Grid and single Gantt views and are not available in composite Gantt views or in the Canvas view.

To add an annotation to a view:

1. From the Planning menu, select Planning Board.

2. Create a view or display a saved view.
3. Click in the upper right corner of the page and drag the annotation to the view.
4. In the Annotation box, click to enter the annotation text, and click OK.
5. Do any of the following with the annotation:

• Drag the lower right corner to re-size, as needed.
• Click in the box and drag it to a new location in the view.

6. Click Save in the top right corner of the view to save your changes to the view.

Note:  Annotation positions in a view are automatically saved., and anyone with access to the view can move the annotation to a new location. Therefore, an annotation may display in a different location when you open a saved view.

Notes:    Annotations are automatically saved when added to the view, and anyone with access to the view can see the annotation. To edit an annotation, click in the annotation text, edit the content, and click OK. To delete an annotation, click in the Annotation box. You can only edit or delete annotations that you created. Innovation Planning and Roadmapping are optional Accolade components that you may not have access to. To implement these solutions, contact Sopheon Customer Support.