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Tasks and notes

Task and notes are collaboration tools used to follow up customers and suppliers

This process may result in

  • Create and follow up tasks.

  • Create free-text notes.

Notes can be created on any document and depending on what you choose, the note will be visible on the main level or the item level. This feature allows users to add information necessary and available for the following processes. The notes notes can be warnings, descriptions or other types of information important for the specific document or process.

Tasks involved in this process

  • Create a note - Create internal notes in RamBase.

  • Create a document message - Create messages connected to specific documents in RamBase.