How to add notes to tasks

This article will show you how to create notes for your tasks

Before we get started

Take note

Notes can be added from the mobile app and web app
The note will still be visible when the task is in draft mode
The note will only be visible up until the form is submitted.
Once the form is submitted, notes will not be visible in the results overview or printed in the final PDF report.

Add notes to tasks on the Webapp

Step 1: Sign in to the Capptions Direct web portal

Step 2: Select an organization

Click on the drop-down arrow in the top left-hand corner of the screen and select an organization.

Step 3: Click Actions

Step 4: Click My Tasks

If you do not have an open task, you can create one by starting a new workflow.

Step 5: Click Complete Task

Step 6: Scroll to the bottom of the form

Step 7: Add notes

Step 8: Save notes

Add notes to tasks on the Mobile app

Step 1: Sign in to the Capptions Direct mobile app

Step 2: Select an organization

2.1 From the home screen, click on Organization to view a list of organizations you are part of

2.2 Select your organization

Step 3: Click workflows

Step 4: Click on a workflow

4.1 Click start workflow

4.2 Confirm start of the workflow

Step 5: Click on task details on the top left corner

Step 6 Add note

And that's how easy it is!

We hope this article is helpful in creating a note. If you have any questions or concerns, please do not hesitate to contact our customer support team at support@capptions.direct

Thank you for choosing Capptions Direct as your EHS Management Software. We look forward to helping you make your workplace safer and more efficient!