Using Notes

This area allows you to enter more descriptive data about the task. You might want to include background information or possibly additional instructions for the assigned user. When working in the Tasks list, you can select Notes from the Display Options menu to display this column of data.

To add or edit a note:

  1. Open the Details panel of the task.

  2. Enter text into the "Enter your notes here" field. When entering text, note the following:

    • The Notes field allows for standard text in whatever language is specified on your local workstation.

    • You can press the Enter or Return key to create a new paragraph.

    • Emojis are supported.

    • If you add a hyperlink to a note, the link is not updated to a clickable hotlink.

    • You cannot attach images or other digital assets to the note.

  3. Edit your input as needed:

    • To change text, highlight the text in the Notes field and overwrite it.

    • To delete text, highlight the text in the Notes field and press the Back key or Spacebar or Delete key.