Adding a Note to a Task [Next Gen] Follow
Sometimes you get more information about how a task can be completed successfully, or you just need to add a note for yourself later. Here, we will show you how to do just that.
Step by Step
admin > task & events > select the task to add notes to
1. Click on the "Task & Events" tab at the top of the page.
2. Search for tasks you want to add a note too.
3. Click on the task, and scroll down to the bottom and click the "Add Note" button to the right.
4. Fill out an updated note and select whether the disposition of the task has changed.
5. Once the note has been completed, select "Create New."
How does this differ for agents?
Admin and Brokers can add notes to any task in the company. Agents can add notes to the tasks that either they created or assigned to.