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Customizing Task Notes and Attachments
Customizing task notes and attachments can help you keep all the relevant information about a task in one place. Here are some tips for customizing task notes and attachments:
Choose the Type of Notes and Attachments That Work for You
Choose the type of notes and attachments that work for you, such as text notes, image attachments, or file attachments.
Customize the Notes and Attachments Fields
Customize the notes and attachments fields to ensure that you are capturing all the relevant information about a task.
Use Tags to Categorize Notes and Attachments
Use tags to categorize notes and attachments, such as by project or priority. This will help you quickly find the information you need.
Review and Update Your Task Notes and Attachments Regularly
Review and update your task notes and attachments regularly to ensure that they are still relevant and aligned with your goals.
Last Updated on Jun 19, 2023
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Your admin under control.
Cashfeed automates everything from inbox to payment. No more manual effort.
Started in less than 2 minutes -
no credit card required.
Cashfeed finds your invoices, lets you pay in one click, and handles reconciliation instantly.
Your admin under control.
Cashfeed automates everything from inbox to payment. No more manual effort.
Started in less than 2 minutes - no credit card needed.
Cashfeed finds your invoices, lets you pay in one click, and handles reconciliation instantly.
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