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Create Notes & Tasks

Create notes and setup tasks for yourself and teammates

Lisa Murphy avatar
Written by Lisa Murphy
Updated over 5 months ago

How can I create a note or task for myself relating to a Company?

You can now create Notes and set up tasks for yourself and for teammates easily in Companies.

πŸ“ Create a Note

➑️ Step 1: Navigate to Companies and click on the desired company name.
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Step 2: Click on the Notes Icon.
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Step 3: Create a Note

πŸ’‘ Tip: Set up a follow up task for yourself about this note. Decipher will email you a task reminder automatically.

All Set! Your note will now appear under All Activity. 🀩


πŸ“… Set up a Task for yourself or a teammate

Step 1: Click on the Tasks icon

Step 2: Set up a Task for yourself or a teammate. Make sure to include details such as due date, priority, and a reminder. Decipher will automatically send out that Task Reminder to the individual.

All Set! Your task is now programmed and will appear under All Activity. πŸŽ‰

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