📝 How to view details and add custom notes in Trackline

Configure your annotations by process or by template in Trackline
In Trackline, within the Code Contract platform, viewing specific details and adding custom notes to processes or templates is essential to maintain clear communication and document incidents or relevant comments.

View process details

• Access the detailed view of any process to consult the full information: phases, requests, attached documents, and involved participants.
• Review the action history to understand the progress and interactions carried out.

Add custom notes

• You can add notes or comments in any process or template to clarify questions, leave instructions, or record important observations.
• These notes are not visible to participants and remain registered within the process for future reference.

Benefits of using custom notes

• Facilitates communication among team members on the platform.
• Helps avoid misunderstandings and improves incident tracking.
• Provides a complete documentary history within the process.