6.3 Notes

When you click on the Notes menu under Tools, a list of notes will be displayed in a table format. At the top, you’ll find the “Add Notes” button, allowing you to quickly add new notes.

The List of Notes section allows users to manage previously added notes.

  • Users can see a list of existing notes with details such as start time, end time, subject, and description.
  • Clicking on the plus (+) button next to a note will expand the available action buttons.

Available Actions:

  1. Edit – Modify the note details.
  2. View – Open and read the full note.
  3. Download – Save the note as a file.
  4. Add Note– Link a Note entry to the note if necessary.
  5. Add Task – Create a related task based on the note.
  6. Delete – Remove the note permanently.
    📌 Tip: Use the Edit option to update information instead of deleting a note to maintain records

Add Notes – Add internal notes related to the user you prefer.
The Add Notes form allows users to add important details related to a specific role or task.

Fields in the Notes Section:

  1. Start Time* – Select the start time for the note entry.
  2. End Time* – Select the end time (must be greater than the start time).
  3. Total Minutes – Automatically calculates the duration based on the start and end times.
  4. Subject* – Enter a title or brief subject for the note.
  5. Description* – Provide detailed information about the note.

Important Rule:

⚠️ End Time must be greater than Start Time to ensure valid time tracking.

📌 Tip: Ensure all *required fields (marked with an asterisk ) are completed before saving the note.