Click Play button


 User Permissions Required (contact your BestNotes System Administrator for user permissions):


To create a task in BestNotes, click on the clipboard with a green plus icon in the upper left hand side of the screen. 

Enter the subject, details, set the due date, and/or assign this to other BestNotes users.

NOTE: If a new Task does not display on the User's dashboard (Home screen), the Due Date must have been set more than 7 days beyond the current date.

The Priority is valued as 1 = High Priority to 5 = Less Priority.

  • Pending (Blue) - hides Task from Dashboard (home) screen.
  • In-Process (Green) - displays Task 7 days from Due Date and until completed. 
  • Completed (Red) - archives Task and only visible when Show Completed box is checked

The Private box makes a Task only visible to the assigned user.

NOTE: Tasks created on a Client's profile Tasks tab will populate the dashboard (home screen) Tasks area with the client's name.