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.
New Task Experience: Uptick's task page has been redesigned with a new layout to help your team work faster and close tasks more efficiently. You can switch to the new view using the "New Task Experience" toggle in the top right of the task page.
The toggle will remain available until the 17th of August. From this date, the old view will no longer be available.
How to add or change Internal Note or Invoice Note on a task
1. Open the task and click UPDATE.
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).
2. Complete Technician Note or Contractor Note fields and click Save.
Recommended steps
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