Add Notes/Tasks to a Profile
What are Notes and Tasks?
- Notes: You can add a Note to describe or remind a certain aspect of the person or company
- Tasks: You can Task requests and assign them to an Administrator to be actioned on this Account or Company Profile.
- There are different types of Tasks that you can use to make it more specific:
Step1. Add a Note
- Navigate to Notes/Tasks
- On the top left under NOTES, there are options you can choose from;
- Assigned to me: meaning this is where other administrators created a note/task for you.
- Unresolved Tasks: a list of tasks still in progress.
- All Tasks: a list of all your tasks.
- All notes/tasks: a list of all tasks and notes on one page.
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- On the right click on "Add Note"
- Give your note a description and select a Type and category, click on "Save"
Step2. Assign a Note/Task
- Click on "All Tasks"
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- Assign your notes and tasks to someone else, in this case, it will be an Administrator of the platform.