- Select the New Hire record.
- Select on Assignments.
- Select on the desired Task name.
- Select Notes.
- Enter the note in the textbox.
- Ensure the Show as Task Note Only box is checked.
- Select Save.
- Select Notes again to exit.
Note: If the Show as Task Note Only the box is checked, the note will only be visible within the associated task. If the box is unchecked, the note will be visible in the New Hire record and have a rollover text over the Task Note indicating the specific task to which it is related.
For additional information, see: Assignments Related Tasks.