How to add, remove and amend an admin note in Task List.

From the relevant tab of your Task List:

1. Right click on a task.
2. Select Create Admin Note.
3. Enter the note.
4. Click OK.
5. A note icon will display beside the task – click this to view the note.

1. Click the icon.
2. Select ‘Clear’.
3. Click OK.

1. Click the icon.
2. Update the text.
3. Click OK.

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Updated: 10 February 2026