Overview
The Notes tab within a case provides a centralized, versatile space to store and organize critical case information. From documenting scan results to storing detailed reports, use notes for accessible, structured case updates.
Save key information: Keep essential details in one easily accessible location for clarity and continuity in case investigations.
Store comprehensive case data: Include scan results, reports, etc., in case notes to ensure convenient access to detailed information.
The note body supports up to 65,000 characters. You can use the editor formatting options or HTML.
Notes can also be managed automatically in workflows.
How to use
Track note actions: Every note-related action, creation, update, or deletion, is automatically updated in the case timeline.
Manual actions: Display the user’s name for transparency.
Automated Actions: Include links to workflow executions for easy tracking.
Mark notes as public: Marking a note as public adds a “Public” tag to its metadata. Workflows in Torq can use this tag, and third-party apps can access it through the API to display notes in a customer portal or share them with people who don’t have Torq access.
Highlight key notes: Mark critical notes as Key Notes to display them in the case’s Overview tab, ensuring quick access for anyone reviewing the case.
Manage note changes: View details such as the creator, creation time, last user to update, and update time for each note.
Notes being actively edited are automatically saved, and any other user will see the changes in real time. Use the active viewer indicator in the top-right corner to check if anyone else is in the case, and coordinate edits to avoid information loss.
