The best practice is to use Notes as a checklist for items or things you receive. If you are looking to keep track of important "to-dos" or deadlines use Tasks & Workflows.
How to Create a Default Note
- Select Add a note under the Notes tab of Matter Configuration
- Create a Note using (1) Black Text post it note or (2) Checklist post it notes
- (3) Change the color of how the note will appear in the matter and (4) Save
Once Saved, the notes will appear in new matters created in Matter Widgets
Did You Know
You can create a note within an individual matter. You can also Pin certain notes so they appear at the top of the list of notes