How to add a Case Note to a Case File

Follow the steps below to add a case note to an existing case file:

1. Open the case file where you want to add the note.

2. Navigate to Case Board → Program, then select the relevant Activity Card (click on the white space of that card).

3. Click the Edit icon on the activity card.

4. In the Case Note section, enter your note.
5. Click Add Note to save the case note. Along with the note added, you can view the timestamp as well.
   1. Important: If you do not click Add Note, the note will not be saved.
6. Click Save on the activity card to finalize your changes.