How to Add Journals and Documents to Tasks

To Keep Communication History Attached to your Tasks

How to Start Using eWay-CRM » Tasks » How to Add Journals and Documents to Tasks

When you create a new task and, probably, assign it to a colleague, you may need to share you notes (Journal) and documents related to this particular task only and/or needed for carrying out the task. Here is how.

  1. Open a task saved in eWay-CRM.
  2. To add notes:
    • Click on the tab Journal in the bottom section and either right-click any place under the tab to get a pop-up window or click New Journal in the Task ribbon.

      how_task_journal_01

    • A Journal card will pop-up and you can take your notes and click Save and close.
  1. To attach a document:
    • Click on the tab Documents in the bottom section and either right-click any place under the tab to get a pop-up window or click New Document in the Task ribbon.

      how_task_journal_02

    • A Document card will pop-up and you can attach a document using the how_task_journal_03a button next to the field Click Save and close.

      how_task_journal_04

Now, any person on your team who has access to the task, can also find related Journals and Documents.

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