Annotations

What's in this article?

  • Learn how to use annotations in Klips.
  • Step-by-step instructions. 

How to use annotations in a klip

Annotations are notes that you can attach to any Klip to share with anyone who has access to that Klip. They are useful for tracking events that impact the state of KPIs and providing insights into those events. You can even use annotations to link to external websites. Anyone with access to a Klip can make an annotation, but only administrators can edit or delete an annotation. When an annotation has been added to a Klip, you will be notified by a small yellow indicator icon. 

Note: annotations are not included when copying or importing a Klip and must be manually added to the new Klip.


To create an annotation

  1. Click the Annotation symbol.



  2. Click Add an Annotation and type your note.


  3. Click Save and close the Annotations window.
The annotation is added to the Klip and anyone with access to the Klip will see a yellow indicator icon.

To edit annotation 

Note: you must be an administrator to edit annotations.

  1. Click the Annotation symbol.
  2. Click Edit and make changes to the annotation.
  3. Click Save and close the Annotations window.

To delete an annotation

Note: you must be an administrator to delete annotations.

  1. Click the Annotation symbol.
  2. Click Delete.
  3. Confirm the deletion and close the Annotations window.

What's next?

Did you have trouble with the material in this article?

These articles may help:

Dashboard management

  1. Beta: Free public links
  2. Publish links
  3. NEW: What’s the difference between viewing a dashboard in the app and viewing a published link to a dashboard?
  4. Use RiseVision to display your Klipfolio dashboard on big screen TVs or digital wallboards
  5. Updates to Klipfolio user permissions
  6. Generate a Klipfolio API Key
  7. Push API deprecation, October 30, 2015
  8. Klipfolio is rebranding
  9. NEW: Best Practices for Large Screen Dashboard Display
  10. Guide to displaying Klipfolio Dashboards on a Large Screen Display
  11. Dashboard design considerations
  12. NEW: Working with Company Properties
  13. Authenticating with Google
  14. Adding a custom role and users
  15. Adding new users
  16. Annotations
  17. Building dashboards
  18. Checklist for adding new users
  19. Creating groups and setting default dashboards
  20. NEW: Removing a Klip, dashboard or data source from the Library
  21. Displaying Klips in full screen mode
  22. Downloading a Klip to your computer
  23. Downloading a dashboard and all of its Klips to your computer
  24. Whitelist IP Addresses
  25. Emailing a Klip
  26. Emailing a dashboard and all of its Klips
  27. Sending Scheduled Email Reports of Klips with variables
  28. Embedding a Klip into an HTML page
  29. NEW: Best practices for generating PDF reports
  30. Options for launching Klipfolio
  31. Removing a user from a custom role
  32. Removing a custom role
  33. Setting up an IP address range in Klipfolio
  34. Sharing data sources
  35. Sharing Klips
  36. Sharing dashboards
  37. Dashboard permalinks
  38. User properties
  39. User roles and access permissions
  40. Viewing data source failures and refresh history for an account

Feedback and Knowledge Base