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TitleAI

Notes & tasks

Every trámite has a speech bubble in its header: Notes & tasks. It opens a panel on the right with two tabs, one for notes about that trámite and one for the tasks still to do on it. Clients, invoices, estimates and packages have the same speech bubble.

A transfer open with the Notes & Tasks panel on the right, on its Tasks tab, showing one task.

The speech bubble and its badges

Section titled “The speech bubble and its badges”

The transfer header icons: the speech bubble with a "!" mark and a red and a blue dot under it, next to the review checklist with its own mark and dots.

On screenWhat it means
”!” markSomething is waiting in the panel. It is red when there are open tasks, blue when there are only notes.
Red dot under the iconThe trámite has open tasks.
Blue dot under the iconThe trámite has notes.
Number beside Notes & TasksIn the panel’s title: how many notes and tasks it holds altogether.
Speech bubble and clipboard on a rowIn the lists (Transfers, a client’s tabs…), how many notes and open tasks that row’s trámite has.

A transfer row in a client's list with "2" beside a speech bubble and "1" beside a clipboard at the right.

Click the speech bubble again, or the × in the panel, to close it.

Leave a note

Section titled “Leave a note”

  1. Open the trámite and click the speech bubble. The panel opens on Notes.

  2. Press New note.

  3. Choose the Type: Customer or Internal. The note card shows it as a label, so the office can tell them apart.

  4. Write the Note. The Title is optional.

    The New note form in the panel: Type with Customer and Internal, Title, Note, Attach Files, Scan QR, and Cancel and Save note.

  5. To attach a file, press Attach Files, or Scan QR to send a photo from your phone.

  6. Press Save note. The note shows who wrote it and when.

Add a task to a trámite

Section titled “Add a task to a trámite”

  1. In the panel, click the Tasks tab and press New task.

  2. Give it a Title and a Due date, a Start time and End time or All day, and the Priority.

    The New task form in the panel: Title, Description, Due date, Start time and End time, All day, Priority Low, Medium and High, and Cancel and Save task.

  3. Press Save task. It is linked to this trámite on its own; there is nothing to pick.

Finish, change or delete a task

Section titled “Finish, change or delete a task”

Click the round tick box beside a task to mark it done; click it again to reopen it. The ⋯ on the card has Edit and Delete.

The Tasks tab with one task, "Send Emails to Client", due Mar 2, 2026 with Medium priority, and its ⋯ menu open on Edit and Delete.

A red date means the task is late; an amber one, that it is due today.

These tasks and the Tasks section

Section titled “These tasks and the Tasks section”

A task added here is the same task you see in Tasks in the sidebar, with this trámite under Linked to. Finishing it in either place finishes it in both. Tasks gathers every task in the office; this panel shows only the ones for the trámite you have open.