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CCH Software User Documentation

Description note for Workflow steps

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Note is available in the step properties panel for Central Tasks and Central Tasks (Multi Action) within the Standard Designer, allowing users the ability to describe the workflow step.


The maximum number of characters that can be entered in the Note section is 512.

The entered Note can be viewed and edited within Workflow Homepage control by selecting the View Note option from the right click context menu of the completed or in progress Central Tasks.

The dialog with the note is displayed:

If the Note of a task is edited within Workflow Homepage control, the change is saved only for the selected workflow.

The Note entered in the Workflow step properties panel can be also viewed and edited when the task is opened from either the To Do tab from the Client screen or the Tasks homepage control.





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