How to Add a Note to a Task

Adding notes to a task allows you to record important updates, observations, or context without changing the original task details. This helps keep a clear history of communications between staff and actions taken related to the task.

1. Go to the Tasks Feature

   • From your Dashboard, click Tasks.

2. Locate the Task

   • Use the search bar or filters to find the task you want to add a note to.

3. Open the Task Details

   • Click on the task title to view its full details.

4. Add Your Note

   • Scroll to the Notes section.

   • Enter your message in the text box provided.

   • (Optional) Attach relevant files or images if your note requires supporting documentation.

5. Save the Note

   • Click Save to attach it to the task.

While writing:

Once saved:

• Notes are stored within the task’s history, visible to staff with access to that task.

• Task Notes are visible in CSV Task Report if exported.

• The Task Note is stored within the Task and will not appear in the Progress Notes feature.

• Documenting reasons for a delay or rescheduling.

• Providing shift handover updates for ongoing tasks.

• Adding observations made while completing the task.

• Logging communication with family members or external providers related to the task.

• Add Multiple Notes: You can attach as many notes as needed to a single task, allowing for ongoing updates and context.

• Automatic Tracking: Each note includes a date and time stamp, along with the name of the staff member who created it. If a note is edited, the updated details are also recorded.

• Unique ID Reference: Every Task Note has a unique ID displayed in the bottom-left corner. When contacting StoriiCare Support about a specific note, reference this ID for faster assistance.

• Built-in Translation: Use the Translate button in the top-right corner of a note to instantly view it in another language.

Need More Help?

If you need further assistance, you can reach out to our support team by emailing support@storii.com. Our support team is ready to help you with any questions or issues you may have.