Playbook | Notes in Ongoing Tasks

You can now include daily notes in Ongoing tasks.

  1. Drag an Ongoing task from the backlog to a day.
    Ongoing tasks - daily notes - 1a
  2. To add a daily note, right-click on the task and click This Task's Properties.
    Ongoing tasks - daily notes - 1
  3. Enter your notes in the description.
    • The suggested format is date - note so you can more easily track when the notes were entered.
    Ongoing tasks - daily notes - 2

  4. Need a hand? Contact a Customer Success Engineer today!