Notes that are specific to a task can be added to a BP form. They are temporary notes that can be used as comments or specific instructions to the next user in the workflow. Task notes are not forwarded throughout the workflow and are not archived. You can think of them as sticky notes that stay with the form for one step in the workflow only.
A task note only applies to the current task. If you are part of the current task and a task note is present, be sure to take notice. The task note will not be included in the rest of the workflow. If a task note is present, a “(1)” will display by the Task Notes field in the Action Details section of the BP.
To add a task note to a business process
In the Action Details portion of the BP, click the Task Notes icon. The Add Notes window opens. Enter the text for the task note and click OK.
To view a task note
If a task note is present, click the (1) next to the Task Notes icon in the Action Details portion of the BP. The Notes window opens displaying the note and the user who created it.
When you click the Accept Task button, the BP form becomes editable and the Task Notes field will clear. If you want to review a task note but have already accepted the task, you can click the View menu and choose Received or click the link Click here to view latest content in the Action Details section. Another window opens displaying the record as you received it, with the task note intact.
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