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Sticky Notes, Tasks, and Timelines

At the top right of the screen on an application, we have sticky notes. This is a place for you to add any notes on the application that y...

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Written by Brad Roby

At the top right of the screen on an application, we have sticky notes. This is a place for you to add any notes on the application that you want to be seen by the team at all times. They will remain in the yellow highlighted box on view at all times.



To add in a sticky note, simply click on the yellow box and add in your important note.



As you scroll down, just underneath sticky notes, is tasks. You can come here to view, manage and create any tasks related to this application.



Click on any of the tasks to open up the task detail and manage the task.



To create a new task related to this application, click 'Add New Task' and fill out the task details as normal. The task will be automatically tied to the property.



As you scroll down further, underneath tasks is the timeline. Here you will find all the notes you have made, along with document uploads, and time stamps of each stage of the application being completed/saved.



To add in a note, simply write your note in the text box at the top of the timeline and press save.



You can also search for notes using the search bar, and filter through your document notes, and internal notes you have left.


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