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How To: Use Notes and Attachments

Notes are designed to allow your organization to capture qualitative information along with the traditional quantitative data normally associated with performance management. The goal of the Notes function is to make the process more collaborative, while avoiding endless email and telephone calls. Notes, accompanied by Attachments if desired, can be added to any True Sky cell.

To view a Note, select any True Sky cell and press the ‘Notes’ button in the True Sky Ribbon. The Notes pane will open on the right side of Excel.

In the Notes pane, you will see the note itself, along with who created it and when. You will also see an icon if any Attachments are associated with the Note. To add an additional note, please perform the steps below:

  1. Press the ‘Add Note’ button in the Notes pane.
  2. Enter your note in the popup.
  3. Add an attachment if desired by pressing the ‘+’ sign beside the word ‘Attachments’.
  4. A Windows file explorer dialog box will appear where you can browse to the file you would like to attach.
  5. After selecting the file, click ‘Open’ to attach it to the note.
  6. To save the note, click ‘Attach’ at the bottom of the Notes pane.
  7. Click the ‘Save’ Button in the True Sky ribbon.