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Linking a Client Note to a Template
Linking a Client Note to a Template

For linking notes to your tasks

Soraya Brown avatar
Written by Soraya Brown
Updated over a week ago

You can easily link your Client Notes to your Tasks via Templates.

This allows every client on a template to have their own notes in addition to the generic task details.

  1. Open the template that you want to add notes too.
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    To Link a Note to the overall Template by selecting the Tag you want from Note Linking Tag.

  2. To Link a Note to a Subtask, use the Note Linking Icon on the subtask and select your Tag.


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