To add a note:

1. From the relevant section you're in (e.g. a Task), tap the Notes tab.
   

   If there are already saved notes in the area you're in, the Notes tab will have a counter on it to tell you how many.

   

    
2. Select one of the following options:
            a.) Add Note (Text) - to add a plain text note
            b.) Add Note (HTML) - to add a note using the rich text editor
3. Enter the details of your note and format as needed (if using HTML).
4. Optional: add or remove permission groups or users who need to view the note (see information below).
5. Optional: set the visibility by selecting an option from the Note Filter dropdown (see information below).
6. Optional: set Sticky Note if you want this note to always appear at the top of the list.
7. Click Save Note.

For tasks and quotes, you can reply to a note. This helps you categorize notes as notes with replies that will be displayed as a conversation. This can also be useful for Office staff to communicate with Field staff.

1. Tap Reply on the note you want to add your reply to
2. Type your reply to the original note.
   

   Text or HTML

   The reply will be in the same format as the original note, i.e. Text or HTML. Change this if necessary before typing.

    
3. Save Reply.

Your note will be attached to the original note as a reply. Tap View x Replies to display all replies to an original note.

By default, every user in your organization with access to notes will be able to view your notes. This is indicated by an open padlock icon (). If you see a closed padlock (), this means that restrictions for this area have been pre-set in Site Admin and names of permission groups and/or users will be displayed. See Default Note Restrictions. 

Only the listed users and/or users in the listed permission groups will be able to see the note you're about to create. See the information below if you need to remove the restriction for this instance.

If you only want certain users to be able to view a particular note, for example, the note you're typing is only relevant to certain users or types of user, set a note restriction.

To restrict a note:

1. Tap the (open padlock icon) to restrict the note to be accessible only to yourself. The icon will change to a closed padlock ().
2. To make the note accessible to other users, tap:
   1. Add Permission Group - to enable all users from specific permission groups (e.g. only users in Management or Supervisor permissions), or
   2. Add User - to manually select individual users 
      

      You can use a combination of these two options if necessary.

       
   3. Save Note.

Only the specified users and/or groups will be able to view the note.

If the note has pre-set restrictions, you can edit them for this instance:

1. Tap the(red trash bin) next to each permission group and/or user you wish to restrict from having access to the note.
   

   You cannot remove yourself as a user.

    
2. Save Note.

Note Filters control if a note can be seen outside of your organization: