How to Add or View Notes in the MyStrategy Feature

How to Add, View, or Delete a Note in the MyStrategy Feature

Follow the instructions below to manage notes in the MyStrategy feature:

Mobile App:

1. Open the Notes Section:
   • Tap the document icon at the bottom right of the screen to open the notes section.
2. Add a New Note:
   • Tap the 'Type a note' button at the bottom of the screen.
   • Once you've finished typing, tap the '+' button to save the note.
3. Delete an Existing Note:
   • Tap on the note you wish to delete.
   • Tap the bin icon to remove it.

Web Dashboard:

1. Access the Notes Section:
   • On the left-hand side of the screen, click on the 'Notes' section to open your notes.
2. Add a New Note:
   • Click the blue plus sign to open a text box.
   • Type your note, then click the 'Submit' button to save it.
3. Delete an Existing Note:
   • Click on the note you want to delete, and then click the bin icon to remove it.

By following these simple steps, you can efficiently add, view, and delete notes in the MyStrategy feature, whether you’re using the mobile app or web dashboard.