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.

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. Show me