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.

quick add memo 1.png

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