I would like the ability to pin a note to a work timeline that actually repeats along with the repeating work schedule. This would be useful for a background note for the work that doesn’t change, not actually a task.
Does anyone else feel like this would be useful and do you have a workaround?
I love this idea! Can you add this as a Feature Idea in the Feature Idea section from the menu bar at the top?
@Imbi Finlayson we would make use of this
We do have a couple of work arounds.
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
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.