Setup
You will need the following permission in your security group:
Can see all tasks.
Can update tasks.
Click here to learn about security groups and permissions.
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If you see this arrow, click to expand for more information!
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How to add or change Internal Note or Invoice Note on a task
Internal Note or Invoice Note
1. Open the task and click UPDATE.
1. Open the task and click UPDATE.
2. Complete Internal Note or Invoice Note fields and click Save.
2. Complete Internal Note or Invoice Note fields and click Save.
How to add or change Technician Note or Contractor Note on a task
1. Open the task and click Add Notes or Change (if the note is already saved).
1. Open the task and click Add Notes or Change (if the note is already saved).
2. Complete Technician Note or Contractor Note fields and click Save.
2. Complete Technician Note or Contractor Note fields and click Save.
Recommended steps
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