{"id":3735,"date":"2024-10-17T15:33:38","date_gmt":"2024-10-17T15:33:38","guid":{"rendered":"\/agile\/?post_type=ht_kb&#038;p=3735"},"modified":"2025-01-07T20:12:55","modified_gmt":"2025-01-07T20:12:55","slug":"mss-timesheet_add-edit-and-delete-a-note","status":"publish","type":"ht_kb","link":"\/agile\/knowledge-base\/mss-timesheet_add-edit-and-delete-a-note\/","title":{"rendered":"MSS Timesheet_Add, Edit, and Delete a Note&nbsp;"},"content":{"rendered":"\n<p class=\"has-medium-font-size\"><strong>Add a Note<\/strong>&nbsp;<\/p>\n\n\n\n<p>Like ESS user, MSS User can also add a note to a cell having duration or expenses.&nbsp;&nbsp;<\/p>\n\n\n\n<p>To add a note,&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>On timesheet page, select an ESS timesheet user from the Employee selector&nbsp;<\/li>\n\n\n\n<li>Click in the cell having either duration or expense or both&nbsp;<\/li>\n\n\n\n<li>Click on 3-dot (\u2026) icon appearing in the cell&nbsp;<\/li>\n\n\n\n<li>Click on \u201cAdd A Note\u201d option\u00a0<br><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"632\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-208.png\" alt=\"\" class=\"wp-image-5251\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-208.png 1600w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-208-300x119.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-208-1024x404.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-208-768x303.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-208-50x20.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-208-1536x607.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-208-60x24.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-208-100x40.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>\u201cAdd a Note\u201d will pop-up&nbsp;<\/li>\n\n\n\n<li>User can type any message <em>(Maximum character limit is 512)<\/em>&nbsp;<\/li>\n\n\n\n<li>Click on \u201cOk\u201d to save the note to a cell<br><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"635\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-209.png\" alt=\"\" class=\"wp-image-5253\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-209.png 1600w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-209-300x119.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-209-1024x406.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-209-768x305.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-209-50x20.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-209-1536x610.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-209-60x24.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-209-100x40.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<ol start=\"8\" class=\"wp-block-list\">\n<li>User will see a note icon in the cell once note is saved to the cell. User can see the note in the tooltip when hover over the note icon&nbsp;<\/li>\n\n\n\n<li>User needs to click on the \u201cSave\u201d button appearing under the grid to save the note in the Timesheet.<br><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"744\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-210.png\" alt=\"\" class=\"wp-image-5256\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-210.png 1600w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-210-300x140.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-210-1024x476.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-210-768x357.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-210-50x23.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-210-1536x714.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-210-60x28.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-210-100x47.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Edit a Note&nbsp;<\/strong><\/p>\n\n\n\n<p>To edit a note,\u00a0<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>On timesheet page, select an ESS timesheet user from the Employee selector&nbsp;<\/li>\n\n\n\n<li>Click in the cell having an existing note user wants to edit (cell having a note shows the note icon)&nbsp;<\/li>\n\n\n\n<li>Click on 3-dot (\u2026) icon appearing in the cell&nbsp;<\/li>\n\n\n\n<li>Click on \u201cEdit note\u201d option<\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"657\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-211.png\" alt=\"\" class=\"wp-image-5258\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-211.png 1600w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-211-300x123.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-211-1024x420.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-211-768x315.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-211-50x21.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-211-1536x631.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-211-60x25.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-211-100x41.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>A pop-up will appear with an existing note in the text box&nbsp;<\/li>\n\n\n\n<li>User can edit the note&nbsp;<\/li>\n\n\n\n<li>Click on Ok to save the note to the cell<br><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"665\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-212.png\" alt=\"\" class=\"wp-image-5260\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-212.png 1600w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-212-300x125.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-212-1024x426.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-212-768x319.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-212-50x21.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-212-1536x638.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-212-60x25.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-212-100x42.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<ol start=\"8\" class=\"wp-block-list\">\n<li>User can see the updated note in the tooltip when hover over the note icon&nbsp;<\/li>\n\n\n\n<li>User needs to click on the \u201cSave\u201d button appearing under the grid to save the edited note in the Timesheet.<br><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"772\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-213.png\" alt=\"\" class=\"wp-image-5262\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-213.png 1600w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-213-300x145.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-213-1024x494.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-213-768x371.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-213-50x24.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-213-1536x741.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-213-60x29.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-213-100x48.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<p class=\"has-medium-font-size\"><strong>Delete a Note&nbsp;<\/strong><\/p>\n\n\n\n<p>To delete a note from timesheet,&nbsp;&nbsp;<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>On timesheet page, select an ESS timesheet user from the Employee selector&nbsp;<\/li>\n\n\n\n<li>Click in the cell having an existing note user wants to delete (cell having a note shows the note icon)&nbsp;<\/li>\n\n\n\n<li>Click on 3-dot (\u2026) icon appearing in the cell&nbsp;<\/li>\n\n\n\n<li>Click on \u201cEdit a note\u201d option&nbsp;&nbsp;&nbsp;<\/li>\n\n\n\n<li>A pop-up will appear&nbsp;<\/li>\n<\/ol>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>Click on Delete icon (trash icon) and click on \u201cOk\u201d\u00a0<br><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"700\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-214.png\" alt=\"\" class=\"wp-image-5264\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-214.png 1600w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-214-300x131.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-214-1024x448.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-214-768x336.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-214-50x22.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-214-1536x672.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-214-60x26.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-214-100x44.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<ol start=\"6\" class=\"wp-block-list\">\n<li>&nbsp;User will not see the note icon in the cell. However, cell appears in blue background indicating cell edits are not yet saved.&nbsp;<\/li>\n<\/ol>\n\n\n\n<ol start=\"8\" class=\"wp-block-list\">\n<li>To delete the note from timesheet, user needs to click on \u201cSave\u201d button appearing under the grid to delete the note from the Timesheet.<br><\/li>\n<\/ol>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1600\" height=\"656\" src=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-215.png\" alt=\"\" class=\"wp-image-5266\" srcset=\"\/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-215.png 1600w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-215-300x123.png 300w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-215-1024x420.png 1024w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-215-768x315.png 768w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-215-50x21.png 50w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-215-1536x630.png 1536w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-215-60x25.png 60w, \/agile\/wp-content\/uploads\/sites\/2\/2024\/10\/image-215-100x41.png 100w\" sizes=\"auto, (max-width: 1600px) 100vw, 1600px\" \/><\/figure>\n\n\n\n<ol start=\"8\" class=\"wp-block-list\">\n<li>Once user clicks on save, it will show the success toast message and refresh the grid with updated information.&nbsp;<\/li>\n<\/ol>\n\n\n\n<p><strong>NOTE: User cannot add a note to a blank cell. <\/strong>&nbsp;<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Add a Note&nbsp; Like ESS user, MSS User can also add a note to a cell having duration or expenses.&nbsp;&nbsp; To add a note,&nbsp; Edit a Note&nbsp; To edit a note,\u00a0 Delete a Note&nbsp; To delete a note from timesheet,&nbsp;&nbsp; NOTE: User cannot add a note to a blank cell&#8230;.<\/p>\n","protected":false},"author":4,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"ht-kb-category":[242],"ht-kb-tag":[116,229,226],"class_list":["post-3735","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-mss-timesheet","ht_kb_tag-mss","ht_kb_tag-note","ht_kb_tag-timesheet"],"_links":{"self":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3735","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/comments?post=3735"}],"version-history":[{"count":4,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3735\/revisions"}],"predecessor-version":[{"id":5268,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb\/3735\/revisions\/5268"}],"wp:attachment":[{"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/media?parent=3735"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-category?post=3735"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.synerion.com\/agile\/wp-json\/wp\/v2\/ht-kb-tag?post=3735"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}