Attaching a Memo to a Task |
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You can create memos and attach them to the tasks, to track information you wish to store for future reference, through the Inbox toolbar, context menu, or the task toolbar. These memos can also be used to share information with team members. Memos can be forwarded, or delegated to other users, as part of the task to which they are attached.
Note: You can customize the tabs displayed in the Inbox, tasks, or activities, to enhance or minimize the number of items displayed. This will reduce the clutter as well as increase the productivity. If you cannot see Memos tab, click 
on the titlebar. All the tabs, that are displayed on the interface, are shown in the drop-down list as selected. The tabs that are not displayed on the interface are shown as unselected. Select Memos option in the list. To close the Memo tab, clear the check mark of the tab you want to close.
- On CUSP, double-click
My Inbox. The My Inbox window appears, displaying the personal tasks, by default. - Select the required task from the work list in the Inbox and select
on the Inbox task toolbar. Alternatively, right-click the required task, select Memo > Add Memo. A New Memo dialog box is displayed. - Type the required information in the Memo text box and click Add. The memo is added to the task.
To view a memo, right-click the required task in the Inbox and select Memo > View Memo. The memos related to the task are displayed in the Memos pane.
Alternatively, you can click the required task and add or view a memo attached in the preview section at the bottom of the Inbox. Preview mode should be set by the work list manager while customizing the work list view.
Important
Memos can be added , deleted, or modified using
, 
, and 
icons displayed on the toolbar of the Memos pane. Only the user who created the memo can update or delete it, while other users can only view it.
You cannot delete:- a memo that was provided while skipping a task. Once the task is skipped, even the users who created the memo cannot update or delete it.
- a memo that was provided while transferring a task
- a memo that was provided as instructions for doing a task
- memos of the tasks that were completed. For tasks that were completed, memos can only be viewed; they cannot be deleted or modified.