Sandbox Exercise - Create a Log Note with a Task

For this exercise, we will create a log note with an associated task.

This exercise is for training purposes, and is intended for use in your sandbox environment.

1. Retrieve the client file, then click the + Quick Log button.

   The Create Log menu opens.

   You can also start a Quick Log using the keyboard shortcut Ctrl+L.

2. Describe what prompted this log note using one item from each of the three lists.

   For example, Phone > From > Insured.

   The Create Log dialog opens.

3. Enter some example text.

   For example, "Policyholder called for quote to add their new vehicle, and if there would be any charge for adding it mid-term. I let them know I would call them back with an estimate."

   For more information see Creating a Log Note.

4. Click the + Add Task button.

   The Create new Task dialog opens.

5. In the Title field enter a brief description of the action to be taken.

6. Add a Due Date of tomorrow.

7. Click In Process.

   This shows that you have begun working on the task.

8. Click More Options.

   This allows you to add additional information about the task.

9. When you are finished, click Save & Exit.

   Your task is added to the log note.

10. When you are finished creating the log note, click Save Log.

    Both the log note and task are added to the client file. The task can also be viewed from Task Center.

Congratulations, you have created a log note with a task!

For more information about the changes to Log Notes, see Creating a Log Note. For more information on Tasks, which have replaced Suspenses in Version 6, see Creating a Task.

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