To add a note or a comment to share with other members of the case management team, go to Evidence > Notes in a case. You can also add notes from the Notes tab in a task.

Type your comment in the text box. You can use the toolbar to add pictures, links, or accent your text. Click Post to post the note. If you have permissions, you can edit or delete notes by selecting the appropriate option on the Notes tab.

To direct a note to a specific case member, place your cursor in the text box and type the “@” symbol, and a list of all the case members appears. Select the members and continue entering the note. When complete, click Post.

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