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Notes & Tasks: Best Practices & Use Cases

Morgan Wynnes Updated by Morgan Wynnes

Notes and tasks are effective ways to equip users with pertinent information and to help ensure that any necessary actions are taken. Both of these features can be set up on multiple entities, such as accounts, network sites, and jobs, and are displayed in various areas within Sonar.

Notes

There are 3 different types of notes that you can create:

  1. Normal: A normal note is not given a higher priority than the other types of notes. Once created, the note will remain visible in the Notes area for the entity it was created for. Normal notes are great for making sure that all users have any necessary or helpful information when dealing with a particular entity. Below is an example of a normal note on an inventory location.
  2. Sticky: Sticky notes are similar to normal notes, except that sticky notes will always be given a higher priority and therefore maintained as the first note in the list. These notes are useful for situations where you have potentially time-sensitive information that needs to be made available to all users viewing that entity, or information that needs to be found quickly. Below is an example of a sticky note on an account.
  3. Sticky With Confirmation: A sticky with confirmation note functions the same as a sticky note, except there will be a pop-up window displayed anytime that particular page for the entity is loaded. The pop-up window requires user interaction, as the "Confirm" button must be clicked before the screen will be viewable. These types of notes are ideal for situations where you want to ensure a user has a particular piece of information before even navigating through the entity's page, as they will have to dismiss the note before being able to continue on in the page. Below is an example of a sticky note with confirmation on a network site.
    Once the pop-up has been dismissed, the note will still be visible from within the Notes list.

How To Use Notes

A note can be created anywhere in Sonar where you see the "Create Note" button available.

Clicking "Create Note" will result in a Create Note window appearing. Here, you can select the type of note you wish to create from the dropdown menu and enter in the note text with any desired formatting. Once you are finished your note, click "Create".

Once created, the note will live and be visible from the Notes section for that entity. If the note you created was of type sticky with confirmation, the auto pop-up window will appear the next time the page is loaded.

To edit or delete an existing note, click on the vertical 3 dot menu next to the note - this will provide you with the option to delete or edit. Clicking "Edit" will open an Edit Note window where you can edit the note type and the text displayed, and clicking "Delete" will open a "Delete Note" window, having you confirm that this is the action you want to take.

Example Use Cases

Below are some commonly used example cases of where Notes can be particularly useful within Sonar.

  • If a customer has any special arrangement(s) and/or discount(s) that other users should be aware of when viewing their account.
  • To track/make note of attempts made to contact a customer, so that other users can see this as well.
  • When a customer's payment has bounced or been declined, a transaction has been reversed, or a discount has been added.
  • If there is a particular employee that the customer should be forwarded to when they call in for support.
  • To share login credentials for particular equipment and/or software with other users.
  • To track when a customer is upgrading/downgrading their service, or will be moving into a vacation mode temporarily.
  • When there is a child account situation where the parent account handles all communications.

Tasks

Tasks can be used like a to-do list for which you can also set due dates, and appear as either complete or incomplete in the Tasks section for the entity. By default, the "Incomplete" tab is selected and will display all incomplete tasks; toggling to the "Complete" option will display any completed tasks.

How To Use Tasks

To create a new task, navigate to the entity's page that you want to set up the task for and select "Create Task".

Clicking "Create Task" will open a Create Task window where you will fill out the information for this task. Only the "Task" field is required - optionally, you can also assign a user to this task from the "User" dropdown menu, as well as assign a due date through the "Due Date" date selector.

Once you are done entering in the information, click "Create". The task will now appear in the Tasks section for that entity, under the "Incomplete" toggle. If a user was assigned to the task or a due date was set, both will appear directly under the task as well.

Assigning a user to a task will cause the task to be displayed under that particular user's profile within Sonar. For example, after we created a task and assigned ourselves to it, it now appears under Tasks within the "My Info" section of Sonar.

To navigate to this view, click on your avatar in the upper right-hand corner, and select your name from the menu.

Once the task is created, you have the options to edit and/or delete it through clicking the vertical 3 dot menu on the right-hand side of the task. Clicking "Edit" from the menu will open the Edit Task window where you can edit the task's details; clicking "Delete" from this menu will bring up the Delete Task window where you can confirm your action.

The 3 dot menu might not be visible at first, but you can make it available by using the scroll bar and scrolling over to the right.

When you have completed the task, simply check off the box next to the task from the Tasks list. Doing so will move the task from the Incomplete tab to the Complete tab, and if it was assigned to a user it will effectively be removed from that user's Tasks list as well.

Example Use Cases

Below are some commonly used example cases of where Tasks can be particularly useful within Sonar.

  • When you or another user need to schedule a call with a customer to replace any of their equipment.
  • As a reminder to inform a customer about an ongoing or upcoming promotion.
  • To contact a customer in regards to upgrading their service.
  • To check up on an issue that a customer has reported and/or is being monitored.
  • When following up with a customer regarding a payment that has been bounced or declined.
  • To follow up with a customer regarding their delinquency.

How did we do?

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