Add a note to an event
Event notes allow you to store snippets of information that relate to the event such as meeting memos or specific jobs that need to be completed.
To create a note, locate the event you want to record the information for, select the Notes tab from the Events Dashboard and then Create note at the top right.
Give your note a title, so other users will know what the note refers to, and add the content of your note in the text area beneath the toolbar. You can format the content using the buttons available on the toolbar.
Ticking the Display on job sheet option adds the note to the Job sheet tab for the event.
You can also add images and files to a note simply by dragging and dropping content onto the text area, or using the relevant buttons on the toolbar.
When complete, click Create note.
Below is a video guiding you through the steps.
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To create a note, locate the event you want to record the information for, select the Notes tab from the Events Dashboard and then Create note at the top right.
Give your note a title, so other users will know what the note refers to, and add the content of your note in the text area beneath the toolbar. You can format the content using the buttons available on the toolbar.
Ticking the Display on job sheet option adds the note to the Job sheet tab for the event.
You can also add images and files to a note simply by dragging and dropping content onto the text area, or using the relevant buttons on the toolbar.
When complete, click Create note.
Below is a video guiding you through the steps.
Was this article helpful? Let us know by rating the article below!
Updated on: 08/09/2020
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