New quick note plus#

Tap the plus sign next to Quick Note in the More Controls section. To add the Quick Note icon to your Control Center, open your Settings and select “Control center” on the left. You can also touch the icon in your Control Center.If you use a keyboard with your iPad, you can press Globe + Q.Use your finger or Apple Pencil to swipe up and in from the bottom right corner of the screen.Create a quick note on iPadĪpple offers you some easy ways to create a quick note on iPad. Take note, add the links you visit and access your iPad sticky notes on iPhone and Mac. This feature is not available for Core users.Login with iPadOS 15, Quick Note offers iPad users a convenient way to capture notes from any open screen or application. You will see the following message if the Quick Note is attached to a template or workflow: WARNING: If you delete a Quick Note which is part of a Workflow Template, it will remove the step from the Workflow.

Click on OK if you wish to delete, or Cancel if you wish to keep it. You will get a warning message asking if you want to delete the Quick Note. To delete a Quick Note, click on the red X to the extreme right of the listing. To save your changes, click on the Save icon at the top left of the screen to cancel the changes click on the Cancel icon.Ĭlick Save and Continue if you want to continue editing the template, or click Save and Close to complete your save. To edit any Quick Note, click on the pencil icon to the right of the listing. If the Quick Note has changes to the ticket (status, etc.), it will look like this: The Quick Note option looks like this in the Action Note if the note simply adds text: NOTE: If you name the new Quick Note using an existing name, you will receive an error message. If the new note is added from within a ticket, the text and options will be added to the ticket once you hit Save. NOTE: Not everything can be set in a Quick Note. If someone is a Manager, but not on the Back Office team, they will not see templates for the Back Office team. Visible by: Allows you to select if the template is visible by Access Level or by Team. Priority: Available if Service Levels are active.Status: Select a Ticket Status for the ticket.Type/Sub Type: Select a Type and Sub Type for the ticket.Private: Make the Action Note Private so only staff will see it.The Time will be added to the Action Note when the Quick Note is used. NOTE: None of the items are mandatory to be completed, but anything selected here may change any similar information selected in the ticket.

Drag and drop the appropriate phrase to the Quick Note as needed.Īctions: The following items can be set for the Quick Note. Notes: Type in the text you want to appear in the Action Note.ĭata Fields: Similar to Custom Email Notifications, Data Fields can be used to add customizations to your Quick Notes. This will be visible in the drop down from within a ticket.ĭraft/Published: Select if the Quick Note is still in the Draft phase and will not appear on the drop down, or if you wish to Publish it so it will be on the drop down in the ticket. To add a new template, click on the New button on the right side of the screen or by clicking on the plus sign from within a new Action Note the following form will appear: View a list of Published Quick Notes or those still in Draft phase.View Quick Notes by Access Level or Team.Enable or Disable the feature in Revelation.While permission can be set for all users to be able to add Quick Notes, only Admin and Super Admin level can create Draft Quick Notes, to be published later.Set the permissions on who can add Quick Notes from Revelation - by Access Level or Team.Quick Notes allow pre-defined action notes from a drop down, which can then be accessed from within an open ticket in Revelation.įrom the main area of the tab, Admins or Super Admins will be able to do the following: