Quick Add in Memo

Quick Add

The Quick Add option in the pipeline view has been updated to allow administrators to quickly create a new memo in the pipeline.

  • The Quick Add button includes radio buttons to select Memo or Idea for creation
  • Required field to Quick Add is the title field, this is required for both idea or memo types 
  • Clicking the Show More Fields link allows the user to add the following additional fields while Quick Adding a memo entry:
    • Author/Owner
    • Category
    • Status
  • Clicking 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 thorough a template

quick add memo 1.png

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