Quick Add in Memo

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.