Seamless Note-Taking & File Linking for Smarter Project Management
Capturing and sharing critical project insights has never been easier with Presto PDCA's Note-Taking & File Linking feature. Designed with speed and simplicity in mind, this tool empowers all users-including Executive Management-to quickly document thoughts, track key updates, and attach relevant files directly within project and task lists. With just a single click on the yellow post-it icon, users can instantly activate the Note Panel, format text for clarity, and even embed links for easy retrieval. Notes are automatically included in push email notifications, ensuring that all RACI-assigned users, including both platform users and non-users, stay informed on project developments (see section 03.02.02 for details on sending 'Push E-mails to staff). Whether you need to jot down a quick reminder, link supporting documents, or enhance collaboration, Presto PDCA's Note Panel is your go-to solution for effortless information sharing and project tracking.
Adding Notes & Links To The Notepad
Adding A Note To The Notepad
1. Click here to access the notes panel
2. Select 'Create Note' to add a new note
3. Add notes & formats in the note capture panel. Save
Adding A Link To The Notepad
4. Select the 'Add Link' button in the NoteBook
5. Add URL link to file (e.g. document, video, etc.). Click OK
6. Click here to close
7. Congratulations! You have added a new link to the Notepad
If you would like to 'push' these notes to your team, please proceed to the 'Staff Engagement' section (see exercise 03.02.02 - Feedback Requests & Task Connect)
8. Once your file(s) is linked, you can see the full count and access them here
9. Click here to access link
Congratulations! You have finished the exercise