Writing Notes and Tasks

Plans: Pro

A note and a task are the same thing in HUD Notes. Write a line and you have a note. Give it a due date, and it's a task.

Adding a note

To add a note to a record:

  1. Open the record, then open HUD Notes on the This Page tab.
  2. Type in Add a note on this record….
  3. Click Add.

To leave a reminder that isn't tied to a record, type it in the box on the All tab instead.

Making it a task

To give a note a due date:

  1. Before you click Add, click ＋ Due.
  2. Choose Today, Tomorrow or Next week, or pick a date.

A due date is a day, not a time, so it means the same day for everyone. The date turns amber the day before it's due and red once it's overdue.

Important: You can't change a note's text, due date or assignee after you click Add. To change one, delete the note and write it again.

Handing it to SuiteHUD AI

Click ＋ Ask AI and type what SuiteHUD AI should look up when the task comes due. Type / to pull in one of your lessons. When you come back to the note, click Hand off to send the prompt to SuiteHUD AI. Nothing runs on its own, and anything that would change NetSuite asks you first.

Finishing, replying and deleting

  • Tick the box on a note to mark it done. It turns grey and becomes read-only. Tick it again to reopen it.
  • Click Reply to add a reply.
  • Click Delete, then Delete again to confirm.

Important: Deleting a note deletes its replies too. It can't be undone.