To add a note on a KPI List

  • Click on the cell on which you'd like to add a note. This will open the slideout view.


  • On the top right corner of the slide out, click 'Add Note'.


  • Type in your note and click 'Save Note'.



To view a note that was added

  • A small triangle in the upper right corner of any cell indicates that it contains a note. Hover your mouse over the cell to view the note within the tooltip that displays targets.


  • If the note is longer than what's visible in the tooltip, click on the cell to open the slideout.

To edit or delete an existing note

  • Click on the cell containing the note to open the slideout.

  • On the note, open the menu to choose between Edit and Delete