The Quick Add option in the pipeline view allows Administrators to quickly create a new memo in the Pipeline.
- The Quick Add button includes radio buttons to select Memo or Idea for creation
- The only required field for Quick Add is the Title field.
- Selecting Show More Fields allows the user to add the following additional fields:
- Author/Owner
- Category
- Status
- Selecting the arrow button next to Quick Add provides the options to create a Memo using the BI Editor, Google Docs, or OneDrive doc - both blank or with a template.
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