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Status Already exists
Categories Notes
Created by Tommy Oakes
Created on Nov 3, 2023

Create ability to navigate back to Initiative from Notebook

Who would benefit?

Anyone navigating from their Initiative into its Research contents in Notebook and want to get back to the Initiative.

What impact would it make?

Reduce many clicks and typing of Initiative name to get back into the Initiative details from a Note.

How should it work?

Automatically associate Notes in the Notebook to the Initiative that it was built from.

    Nov 6, 2023

    When you create a new note and link it as research for an initiative, you can easily navigate back to the initiative from the note by clicking on the Related tab of your note.

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  • Tommy Oakes
    Nov 9, 2023

    Sorry, but none of the Notes under the Initiatives in the Research folder have any records under Related tab.