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Notes, Tags & Lessons Learnt

The Notes, Tags, and Lessons Learned feature is a rich and valuable tool that adds depth and context to your projects. This feature allows users to keep projects updated with detailed notes and information, which can then be filtered through the notes and lessons learned panel. By capturing and organizing this information, companies gain valuable insights into risks, root causes, best practices, and much more. This feature not only enhances the documentation of project activities but also serves as a knowledge repository, making it easier to avoid past mistakes and replicate successes. When used effectively, this feature provides immense digital value by ensuring that critical insights are captured, shared, and leveraged across the organization, leading to continuous improvement and better decision-making.

Introductory Video

In this 2-minute video, you'll get a taste of the fruits of keeping good notes through using the Presto PDCA tag system described in detail in the step-by-step guide below

Tagging & Note Taking Capture Step-by-Step Guide

You can add notes and tags to projects, issues and standard work activities. Here's how!

1. Click here to access the note panel

2. Click here to see the entire list of notes/tags

3. Click here to add a new note

4. Select tags, add title & description & save (Add note)

5. Click here

6. The post-it note icon displays the total number of notes & comments in the notebook

Congratulations! You have completed the exercise


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