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Task & Note improvements
Task & Note improvements
Gigi Nguyen avatar
Written by Gigi Nguyen
Updated over 4 years ago

Users can embed an excel sheet, upload a file, add notes, tasks to the Task & Note feature.

Open a document > Add Tasks & Notes > choose the suitable option for your task or note.

Options available:

Upload files (premium feature)

Regular note

Tasks with due date and assignee

Embed sheet

Users will paste the sheet link into this section and click RELOAD to load the sheet.

Saved tasks and notes will appear in the TASKS & NOTES tab of the document, users can choose to complete or delete the tasks/notes.

Tasks will also appear on the YOUR TASKS module on the homepage

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