Notes section on active tasks terrible - also needs option to view completed task notes

Posted about 1 month ago by SkySlope Support

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SkySlope Support Admin

Created By Taylor

Requester

There should be a way to easily track notes within a task. The log is not sufficient.

I should be able to go to a completed task, click it, and view all notes for it. Say I want to see all the notes regarding "Schedule Appraisal" to review exactly what communication happened prior to the task being closed out. I shouldn't have to just "Control F" and search on the log page, as that is extremely time consuming.

Also, the note section on active tasks is awful (see below). I am glad there is at least the option to leave notes on tasks but it is incredibly hard to read. Makes no sense that the notes should be crowded all into a table on the right. It should be easy to just look at and read and be up to date quickly. I can't even see the earlier notes I left. Top Producer does both of these items VERY well and I miss it a lot.

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