ProcessPlan Tips & Tricks: Passing Task Notes [VIDEO]

    Passing Task Notes

    22 Oct ProcessPlan Tips & Tricks: Passing Task Notes [VIDEO]

    Posted at 15:10h in tips and tricks by Ryan Williams

    Expand your ProcessPlan know-how and learn more about our favorite features. This week, passing notes from one task to the next, so that as a process progresses you can pass notes for users to see later on in the process.

    Passing Task Notes

    Add notes on tasks to share with other users. These notes accumulate so others can use them further along in the process.

    Passing Task Notes

    Simply navigate to the "SHOW MORE" section under a task and add notes as needed. They will populate under "Other task notes."

    Watch the short video below to see it in action.

     

         

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