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Request for Notes Functionality in Tasks



Posted Nov 19, 2024

It would be incredibly helpful to have the ability to leave notes or memos within Tasks. This feature would allow admins and managers to include important context, such as the Task’s purpose—like the training name or meeting details. 

Additionally, it would be beneficial for agents to see these notes so they know what they are scheduled for, especially when multiple Tasks are scheduled in a day (e.g., training sessions). Providing this functionality would improve communication, reduce the need for separate documentation, and ensure all relevant information is easily accessible in one place. This enhancement would promote clarity and alignment for both schedulers and agents, leading to greater productivity.


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Shawna James

Community Product Feedback Specialist

Hey Sierra,
 
Thank you for taking the time to provide us with your feedback. This has been logged for our PM team to review. For others who may be interested in this feature request, please add your support by upvoting this post and/or adding your use case to the comments below. Thank you again!

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