Add notes and budgets

At this point you may find it worthwhile to add cost estimates and notes if you haven’t already. Notes are intended to act as help while carrying out a task – not every task requires a note but for complex tasks they can be invaluable.

Costs and notes are created from the task details screen. Estimates can be negative (a cost) or positive (income). When notes are selected the notes screen appears, any text can be added. The system will pick up web addresses and phone numbers and automatically make them clickable.

Next> Review and amend