You can use annotations to consistently categorize items across your workspace. Annotations are applied to all items in the workspace.
This article explains:
Annotations
Within items, annotations appear in the panel to the right.
From the browser extension, it appears after saving the item.
You can configure a list of pre-designated annotation fields for your team members to fill, as well as set them to only be displayed after answering previous questions:
Navigate to the Annotation tab and click ‘New annotation field’ and select any annotation field type.
Text field: allows you to add a prompt as well as an optional description.
Numbers: only allows digits to be inputted.
Location: the input field is similar to text with an optional description.
Date: allows users to add and restrict timezones.
Single select field: allows you to input a prompt and list options, where workspace members can only select one value.
Multiple fields: allows selection of multiple values.
File upload: prompts workspace members to upload files. Learn more about supported file formats here.
URL: allows users to input single or multiple urls.
Note: annotation field types cannot be changed when fields have already been filled in items.
Once you add your annotations, you can:
Specify if the field will be displayed in the browser extension.
Set the requirement that it is a mandatory field in the browser extension, and requires an answer.
Edit or delete the field.
For required fields, the annotator will be unable to save their responses until the field is answered. These fields are denoted with a red asterisk.
Editing allows you to change the field name, description, and/or type. To delete you have the option for the field to remain visible in items where it has been answered.
Conditional annotation
You can build dependencies between annotation fields and establish triggers for when are displayed.
To configure if and when annotation fields are displayed, click the slider, and input the conditions that need to be met from a previous field.
Place you mandatory fields at the top of the list, so they can be viewed and responded to first.
Editing and saving annotations
Once they complete the questions (including all mandatory fields) the Annotations will be auto saved. All responses will be attributed to the team member that saved the most recent response.
Clicking the hyperlink of the team member's name allows you to view all their item and annotation assignments.