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Using Notes on a Lead or Job
Using Notes on a Lead or Job

Looking to add a note to a lead or a job?

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Written by Team
Updated over 2 weeks ago

Creating Notes

Keeping track of lead or job notes is easy inside of Táve. Click into any job and click 'new note' to add a note to the job. Any note entered into the Lead Notes while editing the job worksheet will automatically be marked as the Primary Note.

Sorting Notes

You'll also be able to sort notes by the note created date (either ascending or descending) or by the note text. You can use the filter icon to reset the notes back to the default sort order if you prefer.

To sort notes, head to the Notes tab of the lead or job and click on the Created or Note columns to use the sorting arrow. Once sorted, this order will be auto-saved and apply to notes on all your leads & jobs.

NOTE: If there's a Primary Note, it will always show at the top, regardless of any custom sorting.

Don't forget each user can rearrange their job overview page to bring the most relevant information to the top! 

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