Adding Notes for Writers, Reviewers, Approvers, and Assignees
When selecting writers, reviewers, approvers, and assignees in the Properties Wizard, you can include a note with instructions or other information concerning the writing, review, approval, or reading/completion of the content item (document, questionnaire, or campaign). Any note you write is included in the task notification email sent to assigned users as soon as the content item moves to the status for which the note was written. For example, if you include a note while working on the Assignees step, that note will be sent as soon as the content item is published or started. A user assigned a content item task can also access a note from within the content item (see Reviewing Notes for details).
- In the Writers, Reviewers, Approvers, or Assignees step of the Properties Wizard, click Advanced Settings, and then click Add Note.
- Click To.
- As you select note recipients, you will only see the users and groups currently assigned to the content item. Click the Writers, Reviewers, Approvers, or Assignees tab, and then do any of the following:
- Under the Writers, Reviewers, or Approvers heading, select individual assignees or select a level to include all assignees on that level.
- In the Writers, Reviewers, or Approvers tab, click the Groups heading, and then select one or more assigned groups.
- To select assignees as note recipients, click the Assignees tab, and then click Send to all selected assignees.
Note: If you select Send to all selected assignees, both required and "Notify Only" assignees receive the note in their initial email notifications.
- Type a subject.
Note: You must type a subject before you can save the note.
- Type the instructions or other information, and then click Save and Close.
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