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
