1. To see all notes and tasks in the system, select the "Notes" tab from the left-hand menu on the main dashboard screen.
2. From this screen you can sort and filter the notes based on many different filters and categories. For example: View all Customer Notes, all Property Notes, or only Technician Notes. You can also filter by who created the note/task or filter by who the note/tasks are assigned to. You can also choose to view only tasks which have an "open" status and are not yet completed.
