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''This page explains how to make notes''<div class="heading">Notes, information from external systems and Task Management</div>
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[[Category:How to]]
This page explains how to make notes, manage tasks and integrate external content =Notes=You have the option to make general notes, notes for certain dates, notes for rooms and notes in bookings.
*Add a "Notes" module form the "Communications menu to your DASHBOARD. [[:Category:Dashboard|Click here for more information on how to customise dashboards]].
*Use the "Diary" function in the CALENDAR to make notes for specific days. [[:Category:Calendar#Diary_and_notes_Function|Click here for more information on how to use room notes]].
*Use the "Notes" in bookings to make notes for in a specific booking. [[:Category:Bookings|Click here for more information on how to manage bookings]].
=External Content=
You can use the "Notes" module on the Dashboard to [[:Category:Dashboard#External_content|embed content from an external system]] in an iFrame.
=Task Management=
There are several options to manage tasks which are listed below. You might also find [[Cleaning_and_Housekeeping |this help page]] useful.
==Auto Actions==
You can trigger automated Email to specific Email addresses when a booking meets certain conditions. The [[Auto_Actions|Auto Action help page]] provides more information and setup instructions.
==Automated Reports==
Under REPORTS can set up custom reports and use the Routines function to automatically send reports to specific recipients. Go to (SETTINGS) > ACCOUNT > ROUTINES for setup.
