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Accessing Notes from Tasks

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Bytimothy A
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Overview: 

Accessing Notes from Tasks lets you view and manage all notes linked to a specific task directly within the task view. This helps you track relevant information, updates, or discussions without switching between different sections, ensuring better organization and workflow.

Follow these steps to access notes from tasks:

Step 1: On your Dashboard, navigate to the Tasks tab under the Customers section.
Step 1: On your Dashboard, navigate to the Tasks tab under the Customers section.

Step 2: You will then be navigated to the Tasks tab.

Step 2: You will then be navigated to the Tasks tab.

Step 3: Click on the Tasks dropdown menu.

Step 3: Click on the Tasks dropdown menu.

Step 4: Click on Notes to proceed.

Step 4: Click on Notes to proceed.

Step 5: You are now navigated to the Notes tab.

Step 5: You are now navigated to the Notes tab.

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