Descriptions on Client Tasks allow you to:
Prepare for team growth by providing context on a specific task, detailing how it needs to be done, where to find supporting resources, and where the resulting work product should be stored
Provide templates that can easily be followed/filled in when working on this step for a client
You can add a Description to a Task by selecting the in-line Description icon:
Now you can write a description in the Task Details panels:
Select the Save button when you are finished editing:
You can expand the task's description to preview by selecting the Description icon in-line with that task:
You can select Edit Task Details from the Task's menu to make changes:
Task Descriptions will be included with the Task when a client is added to this Workflow. Select the Description icon in-line with that task to show and hide:
Quick Copy Function
You can store a template for your meeting notes as a description, which can be quickly pasted into a new comment during or after a client meeting or call.
Simply click on the copy button to automatically copy the template to your clipboard, then paste in comments.
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Product Guides
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