# Adding Notes and Tasks Notes may be added to Tasks, Customers, Sales Orders, Purchase Orders and Stock Transfers; the process is the same for each one.

Task categories are controlled within [Site Settings](https://bookstack.iconography.co.uk/books/site-settings "Site Settings")

On Sales Orders, it is possible to email the note directly to the Customer; this email will include any attachments you upload to the Note

### How to add a Note or a Task 1\. Click into this box to type a note ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-02/4327c8d2-d958-47d1-94ab-a73c134bc5d6/user_cropped_screenshot.webp?tl_px=0,0&br_px=1114,343&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=573,136) 2\. Click add attachments to the note ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-02/e21a7f6c-c244-4b66-b21d-8fa0b92c13e8/user_cropped_screenshot.webp?tl_px=0,0&br_px=999,362&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=182,231) Tip: There is a file size limit, but it is possible to add multiple files simultaneously; use this to add PDFs, images and short videos 3\. Choose your files from the dialogue, or alternatively drag and drop them onto the 'choose files' button ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-02/6aa03e8c-8521-4a85-8844-bb740a2342a2/ascreenshot.jpeg?tl_px=0,23&br_px=1376,792&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=359,277) Tip: You have the option to save this as a note or to turn it into a Task 4\. To turn this into a task, click the appropriate button ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-02/29e2c1dd-13ee-4266-ae3d-304c5eef926c/ascreenshot.jpeg?tl_px=28,310&br_px=1405,1080&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=524,280) 5\. Make you selections, and then click to 'create task'; this will save the note and add a Task ![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-02/f58f5ee0-73b4-4b0b-8f6f-99a353a11eff/ascreenshot.jpeg?tl_px=224,306&br_px=1600,1075&force_format=jpeg&q=100&width=1120.0&wat=1&wat_opacity=1&wat_gravity=northwest&wat_url=https://colony-recorder.s3.amazonaws.com/images/watermarks/0EA5E9_standard.png&wat_pad=524,277)