Using the Return and Project Notes Pane in Your Dashboard

The Return and Project Notes pane displays all the Tax return and Workstream project notes that are assigned to you. The pane displays notes in a grid view, making it easy for you to keep track of your activities at a glance. Columns in the grid include the following:

• Work Product. The work product name, either Tax for return notes or Workstream for project notes.
• Client. The client sort name that is associated with the tax return or project.
• Subject. The text entered as the note subject.
• From. The report name of the staff who created the note.
• Date. The date the note was created
• Work Object Link. The link to the associated tax return ID or project name.

Click Home on the navigation panel to display your customized pages. For information about adding the Return and Project Notes pane to a page, see Adding, Moving, or Removing Panes in Your Dashboard.

Grid contents is grouped by work product. Within each product, by default, notes are sorted by creation date, with the newest note displayed at the top of the list; however, you can resort the list. The status bar at the bottom of the pane displays the total number of notes in the grid.

Explain the components of the Return and Project Notes pane.

Component	Description
Open	Select a note in the grid and click Open on the button bar to review the note. You can review notes from the Return and Project Notes pane; however, editing notes must be done in the product.
Find	Click Find in the button bar to search all grid columns for complete or partial criteria. Enter the complete criteria to search for specific records or partial information to search for similar matches.
Refresh	Click in the title bar to update the grid with any new notes that have been assigned to you after opening the Return and Project Notes pane.
Link	Click the link in the Work Object Link column to open the object associated with the note.
Print	Right-click the grid and select Print from the menu to print the grid contents.

Notes:

• For information about working with notes in Tax or Workstream, click on the Return Notes (Tax) or Project Notes ( Workstream) window.
• You can also add a pane to the Client Dashboard to view, add, edit, and delete notes that are associated with the open client. For more information, see Using the Client Dashboard.