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Adding a note to a task

Notes are currently accessed via an icon on the task list, which opens a modal dialog.

The modal has the same problems when adding a note to a direction.

So we redesigned the flow to use dedicated pages instead.

How it works

Clicking “Add note” on the task details page takes the user to a page to enter a note. An inset shows the task name so users can confirm they are adding a note to the right task.

The note page showing "Note" as the heading, an inset showing the task name "Check directions", a Note textarea, and a Continue button.

After entering a note, the user is taken to the check answers page:

The check answers page showing "Check details and add note" as the heading, with task name and note rows, and an "Add note" button.

The note has a change link to go back and change it.

After clicking “Add note”, the user is taken back to the task details page.

A success banner says “Note added” and the new note appears at the top of the notes list.

The task details page for "Check directions" with a green success banner saying "Note added" and the new note appearing at the top of the notes section.

Activity log

The action is recorded in the activity log as “Task note added”, showing the task name and the note text.

The case activity log showing a "Task note added" entry by Rachael Harvey, with task name "Check directions" and the note text.

Error messages

Note

  • No note entered: Enter a note
  • Note is too long: Note must be 5,000 characters or fewer