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Build the form or request
Choose the fields you need and keep the questions focused on the information users can provide quickly.
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Feature guide
Use Task Notes with confidence
Purpose This feature helps staff use structured task notes or templates during task creation and execution. How to use it Use it when recurring task formats need consistency across the team. Connected areas This feature should be used as part of the broader etellu System workflow, not as an isolated tool. Make sure the related lead, customer, project, support, or billing record is also kept up to date. Best practice Only enable process changes in this feature when the team understands the operational impact. Feature-level changes often affect multiple parts of the CRM.
How to use Task Notes
Start with the record or workflow you already use, then follow these steps to keep the work clear and connected.
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Share it with the right audience
Send the link, place it on the website, or use it during onboarding so details come in cleanly.
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Review each submission
Check the submitted information inside etellu and connect it to the right customer or lead.
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Turn details into action
Assign next steps, update records, and follow up without retyping the same information.
Where it helps
Task Notes helps users keep daily CRM work in one reliable place, with fewer handoffs and less duplicate entry.
Best next step
Open the related record, update the details, and use the saved activity to guide the next message, task, booking, report, or payment action.
Ready to use Task Notes?
Sign in and continue from the customer, lead, task, report, or billing area connected to your work.
