How do I add a note to a card?

Created by Christine Manickum, Modified on Wed, 17 Apr at 4:45 PM by Christine Manickum

How do I add a note to a card?

Instructions

  1. From the Workspace, click on the relevant card.

  1. From the Tax Filing Notes section on the right-hand side, click the plus sign.

  1. In the Notes window, click the plus sign.

  1. Give the note a name, add a note and click on Save.

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