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Add a note to a task

Abstract

Learn how to add a note to a task to capture context and share information with your team.

Use task-level notes to record observations and decisions for a specific task on an entity. To add a note at the entity level, see Add a note to an entity.

To add a note to a task:

  1. On the task page, select the Open notes panel button.

    Mouse hovering over the Open notes panel icon button in the Task page header.

  2. Type your text in the Add a note box.

  3. Select the Add note button.

    The Add a note box in the notes panel showing the mouse hovering over the Add note button.

Your note appears at the top of the task's notes panel, showing your username and the date and time it was added. The note is also recorded as an action on the task in the audit report.

Select Close notes panel to hide the notes panel and return to the main view.

Additional information

A manual action generated when a workflow step can't be automated and requires human intervention. For example, supplying missing data or resolving screening matches.

An entity is a record of a company or an individual. You can add entities to your portfolio to include them in your assessment and monitoring processes.