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Adding Notes and Tasks
Adding Notes and Tasks

Stay organized with notes and tasks. Schedule tasks to call, email, and follow up with important contacts.

Keith Gentile avatar
Written by Keith Gentile
Updated over a week ago

Tasks are assignments that you give yourself for a specific contact. Set detailed tasks to call, email, or follow up with your most important contacts. With functions like adding due dates and general notes, tasks are a great way to keep yourself and your business organized.

Adding Notes

Locate the contact you wish to add a note to and click on their name or the three-dot menu and select "View Contact." This action will bring you to the Contact Details screen, where you can navigate to the Notes & Tasks tab.

From the contact profile page select the "Notes & Tasks" tab. Notes can consist of any information you feel is necessary to remain within the contact. You can add notes to Agency Access "Directory Contacts" or your "Personal Contacts."

Once you are in the Notes & Tasks Section you can now toggle between creating a Task or a Note using the radio buttons shown below. Make your selection, add your note/task and click the Create Note/Task button.

Once created, you will see the new note added to the "Notes" section of the contact record. You can edit or delete any notes associated with a contact at a later time if you choose to do so.

Adding Tasks

To add a Task, select the "Task" radio button within the Notes & Tasks section. Like notes, you can add a description or a message to yourself, but furthermore, you can set the task for a date in the future.

After selecting the "Task" button, the modal which change allowing you to select the "Type" of task, a due date, details, and mark a task as completed. When setting a task for the future, you also will have the option to check off the Send Email Reminder checkbox. This will set the system to automatically send an email reminder in advance based on the time frame you select in the drop down as show below.

Task types can be added and edited within your settings, and you can also manage your tasks in the "Manage Tasks" section of the site. After you fill in all the necessary information, click the "Save" button to finish.

Once you save the task, you will see a copy of the task in the order of its due date within the "Notes & Tasks" section of the Contact Details. You can continue to manage your tasks from the specific contact record, or you can review, edit, and mark completed within the "Manage Tasks" section of the application.

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