Notes and Tasks are assigned a unique and permanent identification number for each new entry. This ID is used for searching, sharing, and delegating notes and tasks. This ID number is used to identify each note and task and allow their sortin...
Overview The Organizer in ChannelOnline provides users with a quick and simple way of creating a Note for recording documents, account events, and personal information. It also enables users to create a Task to help manage complex document transacti...
Completed tasks in the organizer can be displayed or removed. This can be done from the task itself by selecting the “Mark Complete” button at the bottom of the page, or by selecting the same button from the organizer search results list. A complet...
Tasks that have been completed can be displayed as complete by having their status changed. This is done by selecting the check box next to the completed task and clicking the “Mark Complete” button on the bottom of the task page of the organizer....
