Notes and Tasks can be added throughout CommunitySuite to document additional information about records, and to remind yourself and other staff members about upcoming projects, administrative tasks, and recurring events at your foundation.
This article gives an overview of information related to notes and tasks. Click on the resource links for more details.
Add Task/Note Types
Task/Note Types can be added to categorize tasks and notes in your CommunitySuite site for reporting purposes. The same user-defined menu applies to both tasks and notes.
Add and Manage Tasks
Tasks can be added from the main Tasks page or from any other page or record in the system. The Tasks page provides several different options for viewing tasks you've created, are assigned to, or that have been shared with you.
Add and Manage Notes
Notes can be added for any record associated with a unique ID or number. They can also be imported into your CommunitySuite site and can be deleted in bulk.
Report on Notes and Tasks
On the main Notes page, filter reporting can be used. In addition, a Notes custom report and Tasks custom report are available.