I love this idea! Can you add this as a Feature Idea in the Feature Idea section from the menu bar at the top?
Great idea @Imbi Finlayson we would make use of this
We do have a couple of work arounds.
- We have pinned notes on the main timeline for each contact. These are created when we Onboard and revisited each time we re-engage. It is part of our monthly process to read over these notes and any added comments before we start the work.
- If there is information that should be carried forward in the work we have included it in the Description box of a task - not exactly what I think you are looking for but it has proved useful for us.
I wonder if you could create a task section - Read this first and post the ‘note’ in the description box like we do in #2 above?
Hope that helps
- If there is information that should be carried forward in the work we have included it in the Description box of a task - not exactly what I think you are looking for but it has proved useful for us.
This is what we do as well. We have a task at the top have some work items called general information.
We do exactly what @max and @Victoria Peters mentioned - the top section of the task list in our repeating work items is labeled Notes. The ‘tasks’ in that section include information about the client and/or the repeating work. The one downfall of that workaround is that those ‘tasks’ also have to be checked off in order for the work item to be completed.