Adding notes to a job record

Press “Notes” in the job sidebar.

Press “Add note” and fill in the title and description.

Press Save.

Create a task

• You can create a task linked to the note by pressing the “Create task” button on the note.
• Once created, the button will display “Show task” so you can see its status without needing to go to the tasks table.

Add comments

• You can add comments to a note instead of adding extra notes into the system to keep information related to a note combined in one place.