You can add personal notes to facilitate your daily work. Notes can also serve as a to-do list for your own tasks and their deadlines.
Permissions: all users
PSA plans: all
Adding a Note
- Click the note icon in the header.
- Add a note in the Write your note here field.
- If desired, Set due date.
- Save by clicking Add note.
Viewing and Editing Notes
You can see the notes in a list where you can:
- sort: by creation date or due date.
- filter by status: all, in progress or done notes.
- mark as done: by checking the box in front of it.
- edit: You can edit the note text by placing the cursor at the desired point. You can also edit the due date from the three dots.
- delete: from the three dots.