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Add or edit a job or task note manually

  • Updated

Before you begin

You can only add or edit a job note Notes can be stored directly against clients, jobs and job tasks, so you no longer have to hunt around for sticky notes or scrap pieces of paper. Everyone who can see the client, the job or the task will be able to see the notes against it, streamlining collaboration within your team. if you have at least the General Privileges > Job Notes (Create/Edit Access) permission selected.

Adding or editing job and task notes

  • Adding or editing job notes

    Adding a job note

    To add a note manually to a job:

    1. In the Jobs menu, select Jobs.
    2. On the Job Manager screen (All Jobs tab), drill down on the job number of the job that you wish to add the note to.
    3. On the job details screen, Notes tab, click + Create Note.
    4. In the Add Note dialog, enter the note details, as required. For more information about each field, see the Data fields reference section below.
    5. Save your changes.

    Editing a job note

    To edit a job note:

    1. In the Jobs menu, select Jobs.
    2. On the Job Manager screen (All Jobs tab), drill down on the job number of the job that you wish to edit a note in.
    3. On the job detail screen, select the Notes tab.
    4. Drill down on the title of the note you wish to edit.
    5. In the Edit Note dialog, edit any of the note details, as required. For more information about each field, see the Data fields reference section below.
    6. Save your changes.
  • Adding or editing a job task note

    Adding a job task note

    To add a note manually to a job task:

    1. In the Jobs menu, select Jobs.
    2. On the Job Manager screen (All Jobs tab), drill down on the job number of the job that you wish to add the note to.
    3. In the Tasks section of the job details screen, drill down on the name of the task you wish to add a note to.
    4. On the task details screen, Notes tab, click + Create New Note.
    5. In the Add Note dialog, enter the note details, as required. For more information about each field, see the Data fields reference section below.
    6. Save your changes.

    Editing a job task note

    To edit a job task note:

    1. In the Jobs menu, select Jobs.
    2. On the Job Manager screen (All Jobs tab), drill down on the job number of the job that you wish to edit a note in.
    3. In the Tasks section of the job details screen, drill down on the name of the task you wish to edit a note in.
    4. On the task details screen, Notes tab, drill down on the title of the note you wish to edit.
    5. In the Edit Note dialog, edit any of the note details, as required. For more information about each field, see the Data fields reference section below.
    6. Save your changes.

Data fields reference

Field Description
Title The note title. For example: Client signoff
Phase

(in job notes only) Use the phase Phases allow you to organise your job tasks, timesheets, costs, notes or documents into logical groups for costing, reporting and management purposes, providing you with greater visibility and context. Phases are specific to each job, so if you create phase for one job they will not be available to another job. Job templates can contain phases and those phases can be pre-populated with selected tasks, costs and timesheet. field to group all notes on a specific topic together. Either select an existing phase from the drop-down list or create a new phase by typing in a name.

All existing phases are listed in the Phase tab/pane on the job information screen. Phases that contain notes are also listed in the Notes tab. For further information, see About Phases.
Description

The description you wish to include in the note. For example: Client has agreed to 53 swipe card readers to be installed. Can we please arrange for signoff?

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