Tasks >

Notes for Tasks


Introduction

Your team is able to add Notes to each Task to describe changes made or comment on issues. 

Must-know about this feature

Notes cannot be edited and are not available for Reports. If you need to get some Notes to the Reports then use 'Text' type Task Data Fields instead. 

View and insert Task Notes

  1. Click on a Task
  2. This will open the Task Dialog.
  3. Click on ‘Notes’
  4. This will open the Notes section.
  5. Type in the note and click on 'Add note'
  6. The note along with the time it was added and the User will appear on the right.

Inside the Note icon you will see a number that shows how may notes have been added.



Tasks >

Notes for Tasks