Notes Category refers to a predefined classification for organising notes based on their content or purpose. The primary purpose of implementing notes categories is to provide you with a structured framework for organising and managing your notes efficiently. By categorising notes into different categories, you can easily classify and locate relevant information, enhancing productivity and workflow management.
Some benefits of using notes category include:
- With notes categories, you can quickly locate specific notes by filtering them based on their assigned category, saving time and effort in searching for relevant information.
- Categorising notes provides clarity and context to the information, making it easier for you to understand and interpret the content within each category.
- In collaborative environments, notes categories enable team members to categorise and share information effectively, facilitating seamless collaboration and knowledge sharing.
To configure the notes category, follow these steps:
- Click on the Profile picture and select Administrator from the drop-down menu.
- Click on Master Data from the left navigation panel and select Notes Category under General.
Administrator – Master Data – General - Notes Category
- For example, to create a note category for a candidate, click on (+) add notes category.
Note: Similarly, you can create note categories for other modules such as clients, employees, jobs, etc.
- Enter the details and click Save.
Add Notes Category - Enter Details
- The created Notes Category will appear in the list.
- Click on the three-dot button next to each notes category to Edit or Delete a notes category.
Notes Category - Created
Note: The Notes Category created here will be reflected while creating a note under the Note Category drop-down.
Candidate Summary Page - Notes Category