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Tasks: Notes and Attachments
Tasks: Notes and Attachments

What do I put for notes and attachments

Updated over a week ago

The Notes and Attachments section enables you to create notes or upload files from your computer.

There are two types of notes:

  • Text Notes have no formatting, and are great for taking rapid notes on a phone call.

  • Fancy Notes have rich formatting like MS Word, and are great for creating highly structured notes.

There are three ways to add attachments.

  • Click on the File(s) button, then click on the Select... button to open a file chooser dialog, then choose the file and click OK.

  • Click on the File(s) button, then drag and drop files from your computer onto the Drop File(s) Here area.

  • Drag files directly on to the Notes and Attachments box.

Notes or attachments can be downloaded using the Download button.

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