Working a task: changing its status and saving notes
When you select a task, the full details open in the panel on the right. Toward the bottom, under Quick Actions, are the two controls you use to work the task. The Task Status dropdown lets you move the task through your workflow, for example from not started to in progress to done.
The list of statuses is the set your business has configured for that kind of task, shown in their defined order. Below it is a Notes box, an internal scratchpad for this task where you can record context or what still needs doing.
Some status changes can be automated. In Settings -> Work Management -> Tasks (Task Status Automations tab), your business can choose what status a task should move to when a related action happens, such as creating a visit, creating an invoice, resending to a contact, or marking an invoice paid.
These notes stay with your team and are not the customer-facing description. Changing the status or editing the notes does not save on its own. A Save button sits at the bottom right, and it stays inactive until you actually change something; once you do, click Save to apply both the new status and the notes together.
Cancel discards your changes and puts the status and notes back to what they were. Note that the property and customer notes shown higher up in the task header are separate records with their own small notes icon and Save, distinct from this task's own Notes box.
Where to find it: Open any task from the list. Its details fill the panel on the right, and near the bottom under Quick Actions you'll find a Task Status dropdown and a Notes box.
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