Adding notes allows you to store extra context, like lead details for your SaaS tracker or specific instructions, directly within a task. Here is the simple guide:
- On your Microsoft 365 main dashboard, click the App launcher in the upper-left corner.
- From the app list, select To Do to open Microsoft To Do.
- Click on an existing task to open the detail pane on the right side of the screen.
- Locate the field at the bottom of the pane labeled Add note.
- Click inside the box and type or paste your notes.
- You can see which tasks have notes at a glance by looking for the small note icon next to the task name in your main list view.
