eFactoryPro Wiki / Customer Work Module Documentation / 1. Customer Work Module

1.12 As a Customer, how do I add a Note to a Task in the Work Module?

Updated on Jan 25, 2024

Steps in the screenshots correspond to the numbers in the headings.

Adding a Note can only be done at the Task level. So the user can either select the Work Order in the upper panel and then select the Task link in the lower panel, or select the Tasks button and navigate to the specific task in the upper panel.

1. Highlight the line to load the task.

2. Be sure you are on the Task vs. the Work Order.

3. Click on the Notes badge from the Task Panel Display.

4. Select + Add Note.

6. Select the type of line code (default will be Repair).

7. Enter the Note information.

8. Select Save.

9. The Note has now been added.

10. Click on the three vertical dots at the end of the line to Edit or Delete this note.

0 Comments

Add your comment

Previous Article 1.11 As a Customer, how do I see the service history of a piece of equipment in the Work Module?

Next Article 1.13 As a Customer, how can I view what progress has been made on my Work Orders in the Work Module?