With your Personal Notes you can write down your tasks or other items directly into Heeros PSA.
Content
Adding a Note
Editing Notes
Marking a Note as Done
Description
You can add personal notes and memos on Heeros PSA to simplify your daily work. You can also set deadlines for your notes and edit them if necessary.
Adding a Note
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Click on the Notes icon at the top right corner of Heeros PSA.
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Add Note by writing in the Add Note field.
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Set a due date for the note by clicking on Set due date.
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Save by clicking on Add Note.
You can view your notes in the Personal Notes view, and search and organize them as you wish by either date or status.
Organize: Organize notes by Creation Date or Due Date.
Status: You can select All, Undone or Done.
Editing Notes
You can edit or delete notes if necessary.
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The text can be edited by taking the cursor over the text and writing the necessary changes. Changes are saved automatically.
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Through the three dots you can:
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Change a due date, remove a due date, or add a due date, if you haven't defined one yet.
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Delete the note entirely.
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Marking a Note as Done
You can mark a task as done by checking the box next to the task. If you wish to return the task to the Undone notes, click on the box again to remove the check.
