Highlighting Items of Interest

To highlight specific items (except audit entries) on the upper pane, you can add a flag to them. For example, you might wish to flag items related to a particular customer request.

Flags are set, viewed, and removed by the user who created them. If an item has been flagged, the Flag field displays Yes. If an item is not flagged, the Flag field displays No.

To display flagged items, the upper pane must be in list format.

To flag items of interest, do the following:

  1. Select a folder from the folder tree or in the upper pane on the Folder tab.
  2. You can select an item on any of the component tabs in the upper pane except the Audit tab.
  3. Select the item you want to flag.
  4. Choose Flag from the corresponding item menu or the context menu.
  5. If the items in the upper pane appear in tree format, switch to the list format to display the flagged items.
  6. If reviewing flagged items in the Change Request, Requirement, Task, or Topic view, click the Filter list for the view, and choose the Flagged Items filter.

Note: If the Flag field does not appear, right-click a column header, and choose Show Fields from the context menu. Select the Flag field from the Available Fields list, click Add, then click OK.

Note: Click Remove Flat to remove a flag.

Tip: Use the following shortcut keys: Ctrl+F2 to flag an item. Use Ctrl+Shift+F2 to remove a flag from an item.