How do I add notes to a calendar event, task or appointment?
Notes can be added by updating a task or appointment with notes.
MOBILE:
If you only have one team, your app will default to your dashboard.
If you have multiple Teams, at the top left hand corner, choose the*Main Menu (*icon that is 3 horizontal lines*)*, click on*Teams*. Choose the appropriate team.
- At the bottom of the screen click the Calendar icon. Open an existing calendar item associated with the time or create a new calendar appointment or task.
- Open the calendar appointment or task and click on the blue document icon in the upper right corner of the popup dialog box.
- Click the blue "Add Note" icon to enter your notes and time spent for the event, task or appointment.
- If you are creating this event, task or appointment, you can enter the notes (and a duration) for the amount of time your would like to attribute to that team.
- You can also enter or edit the notes (and/or time) spent after the event, task or appointment has occurred.
WEB/DESKTOP:
Same as above, however in the first step, just click the calendar date to initiate the event, task or appointment.
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