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Working with Annotations

You can add annotations to both lists and list items. To view annotations, hover with the mouse pointer over the list or list item of interest. A tooltip with the annotations will appear, as seen in the example below.

The tooltip shows the name of the list, "High Cost Transactions", followed by the annotation text. "Sum of Cost" is the name of the annotation, but specifying a name is optional. If you add many annotations to the same list or list item, the annotations will be listed vertically after each other in the tooltip. It is possible to search for lists and list items with a particular annotation. See Searching the Lists Panel to learn more about how to search for lists with annotations.

To add a new annotation:

If Lists are not already visible, select View > Lists.
Right-click on the list or list item to which you want to add an annotation.
Select List Properties or List Item Properties from the pop-up menu.

Response: Depending on whether you clicked on a list or a list item, either the List Properties dialog, or the List Item Properties dialog is opened.
Click on the New... button.

Response: The New Annotation dialog is opened.
Enter the annotation in the Annotation text field.

Comment: Press Ctrl + Enter to get a line break in the annotation text.
Optionally, enter a name in the Name field.
When done, click OK.

Response: The annotation is added to the Annotations list.
To add more annotations to the same list or list item, repeat steps 4 to 7, and click OK when done.

Response: The annotations are added to the selected list or list item.

To edit an annotation:

If Lists are not already visible, select View > Lists.
Right-click on the list or list item with the annotation you want to modify.
Select List Properties or List Item Properties from the pop-up menu.

Response: Depending on whether you clicked on a list or a list item, either the List Properties dialog, or the List Item Properties dialog is opened.
Select the annotation you want to edit in the Annotations list.
Click on the Edit... button.

Response: The Edit Annotation dialog is opened.
Make the desired changes in the Annotation and Name fields.
When done, click OK.

Response: The annotation is updated in the Annotations list.
To edit other annotations for the same list or list item, repeat steps 4 to 7, and click OK when done.

Response: The annotations for the selected list or list item are updated.

To remove an annotation:

If Lists are not already visible, select View > Lists.
Right-click on the list or list item with the annotation you want to remove.
Select List Properties or List Item Properties from the pop-up menu.

Response: Depending on whether you clicked on a list or a list item, either the List Properties dialog, or the List Item Properties dialog is opened.
Select the annotation you want to remove in the Annotations list.
Click on the Delete button.

Response: The annotation is removed from the Annotations list.
To remove more annotations for the same list or list item, repeat steps 4 and 5.
Click OK when done to close the dialog.