PROCESS > How can I add and find process notes?

Process notes are the place for any relevant information, files, or links. You'll see them under the process header, and beside each task. They're a great way to provide more guidance for your team, or for any important notes specific to that process. Process notes can be added before or after launching a process. As something comes up, add it! 

Adding Process Notes

During an Active Process

1

Open your Active Process in Edit view.

2

Select Settings from the tools option that appear below the process name In the window that opens, scroll to Process Notes. 

3

Enter your desired information. Your Active Process will now show your updates. Each task will also include the Process Notes under Process Details . This ensures that every assignee will be up to date.