Planning note categories

If you want to use categories for planning notes on the Planning board, you must set up those categories in Dynaway mobile. You can add colors to planning note categories. This allows you to easily distinguish the notes you add on the Planning board.

To create a new category

  1. Select Dynaway mobile > Setup > Asset management > Planning note categories.
  2. Select New.
  3. In the Planning note category field, enter a name for the category.
  4. Enter a Description.
  5. To add a color code in the Color field, follow steps 2-4 in the article Colors on work order lifecycle states.
  6. Select Save.

Below is an example of a note category setup, including the drop-down for color selection.

Planning note categories setup
Planning note categories setup