How to Add a Note to a Task

How to Add a Note to a Task

Add a Note to a Task 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 tasks that you might do this with are Incoming Calls and Outgoing Calls.

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


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