How to Add a Note to a Schedule Item

How to Add a Note to a Schedule Item

Add a Note to a Schedule Item when you need to update it while it is in progress or record the details of its completion afterwards.

Sometimes you will even create a new task just to add a note to it. This is important because of the way tasks can update the SLM. Examples of Schedule Items that you might do this with are Meetings and Phone Calls.

  1. Go to the Schedule workspace.
  2. Find the Schedule Item you want to update; Then double click on it to open it.
  3. Type the update you want to make into the Notes field.
  4. Determine if you need to update the status of the Schedule Item based on the note you entered.
  5. Click OK to close the Schedule Item, saving your changes.


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