Adding notes to tasks
This page explains how to add notes to tasks, allowing you to keep all relevant information and communications centralized with your task management.
Adding Notes to Tasks
Follow these specific steps to add a new note to a task:
Open the Task Details Panel: Navigate to the task you wish to add a note to. Click on the task to open its detailed view in the right-hand panel.
Access the Notes Tab: Within the task details panel, locate and click on the "Notes" tab. This tab is specifically designed to manage all notes associated with the selected task.
Initiate Adding a New Note: If there are no existing notes, you will see a message indicating an empty state. Look for and click the "Add Note" or "Create New Note" button. This action will open a form or a dedicated section where you can input your note.
Enter Note Content: In the provided input area, type the content of your note. You can include any relevant text, details, or comments related to the task. Note content will be saved automatically.