Task Note

Notes that are specific to a task can be added to a business process (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.

To add a task note to a business process:

  1. In the Action Details section of the BP, click the Task Notes icon. The Add Notes window opens.
  2. Enter the text for the task note and click OK.


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Last Published Friday, February 4, 2022