Adding a Note When Assigning a Document
When using the Handover feature:
Open the document you want to assign
Click the Handover button at the bottom of the screen
Select the assignee, due date, and priority
In the Comment field (optional), enter your note
Click Confirm
The note will be saved with the assignment and will be visible to the assignee when they view the document.
Editing a Note on an Existing Task
To add or change a note after a document has been assigned:
Open the document
In the To-do section, locate the task
Click the three dots menu (⋮) next to the task
Select Edit note
Enter or update the note, then save your changes
Notes and Bulk Assignment
Please note: When using the bulk assign feature, you cannot add notes. Bulk assignment only allows you to set the assignee, due date, and priority. If you need to add notes, you'll need to assign documents individually using the Handover feature.
Where Notes Appear
On the document page: When a task has a note, it appears in a yellow banner at the top of the document
In the task list: Notes are displayed below the task description when viewing your task queue
Quick Reference
Action | Can Add Note? |
Handover (single document) | ✓ Yes |
Edit existing task | ✓ Yes (via task menu → Edit note) |
Bulk assign | ✗ No |