Skip to main content
Make Task Notes Optional

Choose to make Task notes optional in the CRM - great if you're setting lots of Tasks daily that don't need a note each time.

Jessica Nash avatar
Written by Jessica Nash
Updated over 2 years ago

This system option is perfect for businesses who'd prefer to let CRM users set Tasks without needing to input text as a Note. For example, for teams who are setting lots of Tasks every day, like Telemarketers, where a note isn't required, this will save time by eliminating this unnecessary step!

Prerequisites

  • You'll need CRM Admin rights in order to follow the steps in this article

Step 1: Go to Settings Centre

Go to the Settings Centre by selecting System Settings in the navigation menu, and search for 'Tasks'.

Step 2: Disable Notes Enforcement

In the 'Enforce Notes when setting Tasks' setting, simply click the 'Disable' button to make entering text optional on Tasks for all CRM users.

Did this answer your question?