Standard Features of the Tabs

Use

You can use various standard features throughout most strategy management tabs.

Prerequisites

To use the Add link in the Comments section and the New or Reply button in the Comments dialog box, your role has permission to create comments. This permission is provided by your strategy management administrator.

To see the views marked by the Mark This Page link, you have access to the Home tab. This access is provided by your strategy management administrator.

Features

You can use the following standard features in any tab:

Feature	Navigation	More Information
Select a different context to work with	From the Context dropdown list, select the context	For more information, see Context Selection.
Read comments and replies about an object	In Initiatives, click View Comment. In other tabs, click the number next to the Comments label, where applicable.	Use comments to share important information that is not covered in the description. For more information, see Reviewing Comments and Replies.
Add comments or replies about a selected item	In Initiatives, click Add Comment. In other tabs, click the Add link next to the Comments label, where applicable.	For more information, see Adding, Editing, and Removing Comments and Replies
Print a view	Click Print	This link is available in some tabs. For more information, see Printing Objects.
Export a view to a TXT file	In Initiatives or Scorecard, click Export.	For more information, see Exporting to TXT.
Add a view to the default Briefing Book	Click the Book icon and then choose Capture to Book	You must have already created a Briefing Book. For information, see Adding content to a briefing book.
Set a default briefing book	Click the Book icon and then choose Set Default Book	You must have already created a Briefing Book.
Set standard user preferences such as items to open upon startup, accessibility options that make using the application easier, and language and regionsettings	Click Preferences, then set the particular settings you desire.	For more information, see User Preferences.
Go to other strategy management tabs	Click the appropriate tab.	None
Bookmark a view as a URL or as a link in the Home tab	Click Mark this Page.	For more information, see Bookmarking a View.
Read an e-mail notification	None	For more information, see E-Mail Notification.