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How to add a Note to a task

You can easily add notes to any task in the Task list, allowing you or your team to keep a record of important details related to each task. To add a note, follow these steps:

  1. Open the Hygiene IQ app and access your location from the Customer Locations page.
  2. HIQ App - Home Page
    Customer Locations Page - Select Location
  3. On the Tasks page, select the task you want to add a note to. (If the task is Resolved or Ignored, you may need to adjust the task filter to view it.) Within a grouped entry, expand the entry, and select the specific task.
  4. Task page - Select individual task
    Task page - Select task in grouped tasks
  5. Swipe left on the task and tap Notes.
  6. Task page - Add note to individual task
    Task page - Add note to a task in a group
  7. In the pop-up, type your note in the Add a note field and tap Save.
  8. Task page - Add a note pop-up

You can add notes to all task types. These notes will also appear in your CSV reports.