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In this video, we are going to show you how to create notes and tasks, and turn on email alerts for projects in Cordell Connect so that you can keep on top of the projects that are important to you. From the Notes area of the Project Detail page, click the Add Note button. In the Add Note window, enter information into the Subject and Notes boxes. Filling in the Company and Contact boxes, well copy the note into the associated company and contact detail pages as well. Click Save. To create a task reminder from the Tasks area of the Project Detail page, click the Add Task button. In the Add Task window, enter information into the Subject, Notes, Date and Time boxes. Filling in the Company and Contact boxes, well copy the task into the associated company and contact detail pages as well. Click Save to create the task and rely on the in-built Cordell Connect task reminder mechanism or click Add To Calendar to send the task to your calendar programme. Once created, notes and tasks can b
