Add Task Notes

Learn how to add task notes in AroFlo Field

Updated on February 12th, 2024

To add notes to a task, or to view already existing notes on the task worksheet either tap the Notes tab or the Notes tile.

 

If there are already saved notes on the task, the tab will have a counter on it to tell you how many.

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  • Pre-set descriptions can be used for task notes. This is useful if you use common notes in your workflow. Once set up, simply tap Descriptions, select the note you want to add, and add it straight to the task! See Description Templates for more information.
  • When adding a note, check the Sticky Note check box if you want it to appear in the list without the need to expand the list to view all notes.
  • Note restrictions govern who can and who can't access a note.

Plain text notes

Plain text allows one continuous line of text with no formats or styles applied.

  1. Tap Add Note (Text).
  2. Enter your note into the Note field.
  3. Tap Save Note.

 

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Character limit

There is no character limit for adding notes, however, when displaying a note with a lot of text, you will have an additional option to expand the note. See more info below. 

 
 
 

Formatted notes

To add notes with formatted or styled text, tap Add Note (HTML). The text editor will appear on-screen, allowing you to format text, create bullet point lists, and use paragraphs.

The HTML text editor may not be available on all devices and all browsers.

 
 
 

 

Edit or delete a note

You can only edit or delete your own notes.

  1. Tap Edit on the note.
  2. Edit the note as required, or tap Delete Note to remove it.
  3. Tap Save Note to save your changes.

 

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Other note options

Option Description

View (x) Previous

Notes

Appears when there are more than three notes. Tap it to display previous notes. Tap it again to Hide Previous Notes.

 

Refresh ()

 

Refresh the notes list to ensure you're looking at the latest notes. This is useful if there are other users working on the same task.

 

Sort

 

Appears when there are multiple notes. Click it to sort by date posted.

 

Expand Note

 

Appears when a note contains a lot of text. Tap it to display the entire note. Tap it again to Collapse the note.

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Reply

You can also reply to task notes. Read more.

 

Sticky Notes

Areas with a list of notes will typically show only the last three notes and any sticky notes. Older notes are displayed by clicking 'View Previous Notes'.

 

When adding a note, check the Sticky Note check box to have it display in a notes list without being hidden when newer notes are created.

 

Sticky notes will appear with a (notepad) symbol at the top of the note. Task Notes added from the Client Card or Location card are treated as Sticky Notes.

 

Resource history

If you have the setting Show Assigned Resource Details in Task Notes turned on in Site Administration, task notes will include a history of who was assigned and unassigned to the task.

 

 

 

Emails and SMS in task notes

AroFlo can be configured to import a copy of emails sent or received via AroFlo to task notes.

This feature is only available if your AroFlo subscription includes Document Storage and the Show task/invoice email SMS details in task notes setting is enabled in Site Admin.

 

 

Emails in task notes will display the email sender, recipients, the subject, and any attachments.

 

To view the email body, tap View/Hide Email Body. Email attachments can be viewed by tapping the file name.