It is possible to add notes to a chart or dashboard. All these notes can be displayed on a dashboard under the notes section.
All notes that fall within the selected time window are shown in this tile.
When creating a note, there are various options available to make navigating through all notes easier.
Creating notes
Notes can be added both on the dashboard and in charts.
For placing a note on the dashboard, the notes tile is the easiest option.
In the notes tile, there is a button labeled "Create a new note", which opens a pop-up window where a note can be created.
By clicking "place", the note will be added.
It is also possible to place a note in a chart.
This is done by clicking on a data point in the chart.
This will open the same pop-up window.
This note will also appear in the notes tile.
Additionally, for this type of chart note, a link is shown in the notes tile.
This link leads to the chart in which the note was placed.
Notes categories
Notes can be assigned a category.
Assigning a category gives the notes tile an additional function:
notes can be filtered by category, making it easier to find specific notes.
Creating a category
Before a category can be selected, it must first be created.
This can easily be done by clicking the dropdown menu "Select categories".
This opens a new window where a new category can be created.
Once a category is created, it becomes available for the entire cropgroup.
Note per Crop
In addition to categories, it is also possible to create notes per crop.
Creating notes per crop makes it easier to filter them.
Once a note has been created, a dropdown menu appears at the bottom of the notes tile, where crops can be selected.
It is also possible to select all crops.
Besides selecting a crop, you can also pin a crop.
A pinned crop will be shown by default in the notes tile, making all notes for that crop visible immediately.
When creating a note from a My Crop chart, the note is automatically linked to the relevant crop.
When creating a note from the notes tile, you can manually select the crop in the pop-up window.
Sending or Tagging Notes
After creating a note, you can choose to send it.
This is done by checking the box “Email note to all members”.
Once placed, the note will be emailed to all members of the cropgroup.
You can also choose to tag individual members.
This sends an email notification specifically to the tagged member.
To tag someone, use @ in the note.
After typing @, a dropdown list of members will appear.
From this list, you can select a person to notify.
Private Notes
There is also an option to create a private note.
Private notes are not visible to other members of the cropgroup.