Task Notes

The Tasks Notes icon displays when a note can be added to the current document or item. Task Notes are displayed in the Welcome Screen and in the screen associated with the task note.

Task Notes Icon

Task Notes Display

To create a new task note:

  1. Navigate to the item needing a task note.

  2. Click the Task Notes button.

    Click the Task Notes button.

  3. Click Add.

    Click Add.

  4. Select the new task note type.

  5. Enter the task note details.

  6. Click Save.

    The task note is added to the item.

    The task note is added to the item.

To view a task note, open the Task Notes screen on the associated item and double click on the task note.

Open the Task Notes screen on the associated item and double click on the task note.

Open Task Note

To delete a task note:

  1. Navigate to the item with the task note.

  2. Double click on the task note.

  3. Click Delete.

    Click Delete.

  4. Click Yes.

    Click Yes.