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Add notes to a KPI List

How to add, view, edit, and delete notes on individual cells of a KPI List.

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Written by FleetOps Support


To add a note on a KPI List

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

    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'.

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


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

    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.

    A small triangle in the upper right corner of any cell indicates that it contains a note. Hover your mouse


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

To edit or delete an existing note

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

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

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



What's next


Still using the FleetOps v1/v2 interface? View the legacy version of this article.

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