With Forms, you can customise what appears on the status page and add custom fields so you can collect all the data you need for that Workflow. Adding a Form to a Status Note: To discover how to create your own custom questions, view our guide.

Note Buttons have the same functionality as Buttons except they also allow you to create a note. For example, you could create an ‘On-hold’ button where you can add the reason for putting the task on hold into the note section and then click the button to simultaneously log the note and change the status to On-hold (which…

When you and your Team Members create tasks, each task will have its own task page. This page will be dedicated to that task- it houses all the information, relevant Clients and Team Members, and communication channels in one place. Finding the Task Note: You can also use the Search Form to find the task you wish…