New Billable Participant Note

Learn how to Create a New Billable Participant Note from the Global Actions Menu

How do I create a new Billable Participant Note from the Maica Actions Menu?

To begin creating a new Note from the Maica Actions menu, simply click the New Billable Participant Note option and you will be presented with the pop-up to begin populating your Note.

Similar to creating a new Billable Participant Note from the Planner, after the pop-up is presented, a few stages must be completed before the Note can be confirmed.

To learn more about the details and stages of creating a New Billable Participant Note, click here.

Pre-populated Fields

When creating a Billable Participant Note from the Maica Actions menu, the Date & Time will be pre-populated. Maica will pre-populate this field to the current Date & Time of the action selected, and will automatically set the Note duration to 15 minutes. This can be changed manually in the Take a Note stage of the Note creation.

You can also change your default duration in Maica Settings; click here to learn more.