Notes for Tasks
Your team is able to add Notes to each Task to describe changes made or comment on issues.
Must-know about this featureNotes 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.
Inside the Note icon you will see a number that shows how may notes have been added.
View and insert Task Notes
- Click on a Task This will open the Task Dialog.
- Click on ‘Notes’ This will open the Notes section.
- Type in the note and click on 'Add note'