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Review notes

Review notes are how you collaborate with your team on tasks in CloseCore, asking questions, flagging issues, and tracking them to resolution.

Adding and viewing review notes​

You can add a review note to any checklist item, reconciliation, flux item, or document. Use the Notes button in the task tables on any page to view and add notes on that item.

When you add a note, the task's assignees are notified based on their notification preferences. CloseCore also notifies people when a note is assigned, when someone replies, and when a note is resolved or closed.

The Notes page​

To see every review note across all item types in one place, open the Notes page from the navigation menu. Notes are organized by status, and you can drag and drop a note from one column to another to change its status (for example, from open to resolved).

Tips​

  • Use review notes instead of email or chat so the discussion stays attached to the exact task and is captured for audit.
  • Resolve or close notes as you go, so the Notes page reflects only truly open items.
  • Choose how you're notified about note activity on your notification settings page.