Importing Existing Notes into a Group Job

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This article provides a step-by-step guide on how to import an existing note into a Group job on BigChange. The same process can be used to import a note to a single job.

 

Importing Notes into a Group Job

To import an existing note into a Group job, follow these steps:

  • Navigate to a Group job.
  1. Select the 'Messages & notes' tab.
  2. Select the 'Notes' tab.
  3. Select the 'Import note' icon.
  4. Add the note reference number to the field.
  5. Select the note from the dropdown.
  6. Select the 'Import' (tick) icon.

Import job 1.png

 

After completing these steps, your note will now show in the Note list on the group job.

Import job 2.png

 

Conclusion

Importing existing notes into a Group job on BigChange is a straightforward process. Simply navigate to the Group job, select the appropriate tabs and icons, and add the note reference number. Once done, your note will be visible in the Note list on the group job. This feature allows for efficient management and organisation of notes, enhancing productivity and workflow.