Other Topics for Builder Super/Scheduler
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      3. Other Topics for Builder Super/Scheduler

      Builder: How do I use Notes in Tasks?

      Notes provide additional information about tasks in the form of comments.

      All Builder users can add notes to a task. Notes added to the task are visible to anybody within the Builder Account who can access the task, and also Trade users and Installers.

      Why are Notes in Tasks helpful?

      Notes can help answer any questions about what’s happening on the job site.

      While writing a note, you can tag someone within your Builder Account or a Trade Account to provide additional context.

      When you tag a user or Trade Account, they will receive a notification.

      How to add a Note to a Task?

      Web Portal:

      1. Navigate to the details view of the task you wish to add a note on

      2. Click on the Notes tab at the bottom

      3. Enter the note’s content in the text box

      4. Click on the Add Note option to add your Note to the task

      5. The content will now be displayed in the Notes tab

      6. A confirmation message will appear once you have successfully added a note from the task

      NOT: Use the @ sign to tag a company or a user while writing the Note.

      Mobile App:

      1. Navigate to the details view of the task you wish to add a note on

      2. Scroll down to find the Notes reference

      3. Tap the Notes reference to open the Notes sub-section

      4. Tap the Add a Note option at the bottom

      5. Enter the note’s content in the text box

      6. Tap the blue arrow to add your note to the task

      7. The content will now be displayed in the Notes sub-section

      How to Remove a Note from a Task

      You can remove a note on a task if needed.

      Web Portal:

      1. Navigate to the details view of the task you wish to add a note on

      2. Click the Notes tab at the bottom

      3. Locate the note you wish to remove

      4. Click on the Notes tab

      5. Click the trash icon

      6. Click on the Remove option on the confirmation message

      7. The content will now be removed from the Notes tab

      8. A confirmation message will appear once you have successfully removed a note from the task

      Mobile App:

      1. Navigate to the details view of the task you wish to remove a note from

      2. Scroll down to find the Notes reference

      3. Tap the Notes reference to open the Notes sub-section

      4. Locate the note you wish to remove

      5. Tap the trash icon

      6. Tap the Remove option on the confirmation message

      7. The content will now be removed from the Notes sub-section