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How to Add and Use Notes On a Task

Notes on a Task will show up when you select and expand a Task to view the Task details. The Notes section of a Task can be used to elaborate on a certain Task, add a URL, include specific instructions that are not found in the instructions themselves or to add any other relevant information regarding the Task that you want to have saved and available for reference. URLs in notes are automatically accepted as clickable "links" and do not require additional HTML.

Adding a Note to a Task
Select Tasks in the Left Navigation Bar and then find the Task within it's subcategory. 

Click the Edit Pen in the Edit column of the Task you wish to add a Note to. 




In the Notes field of the Edit Task window, add the Note you wish to associate with that Task. Select Save & Close and that Note will now be shown as part of the Task to whoever the Task is visible to.




Adding a Note to a Task within an Action Plan
Select the Settings Dropdown Menu and then select Settings.

Select the Action Plans tab. Click the dropdown arrow for the Action Plan where the Task you wish to add a Note to is located to expand the Task list.



Select the Edit Pen next to the Task you wish to add Notes to.  



Add the Notes in the Notes section of the Task and then select Save & Close to save the note. 


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