Skip to main content

Create Notes & Tasks

Create notes and setup tasks for yourself and teammates

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.

📝 Create a Note

➡️ Step 1: Navigate to Companies and click on the desired company name.

Step 2: Click on the Notes Icon.

Step 3: Create a Note

💡 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. 🤩


📅 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. 🎉

Did this answer your question?