---
title: "Add Notes And ToDos"
slug: "add-notes-and-todos"
updated: 2024-03-04T06:22:48Z
published: 2024-03-04T06:22:48Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://documentation.infinite.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add Notes And ToDos

Abstract

Product: **BrassRing**

## Add Notes And ToDos

- Notes are used to document conversations and set reminders for future actions to take, such as calling a candidate to arrange an interview.
  - Notes are discoverable and remain with the Talent Record as it moves to various folders and people.
  - Notes can be designated as public or private. Notes specified as [My notes] are private and only you and Super Users can view private notes.
  - When adding a note to a candidate record from a req folder, that req number appears in the note.
  - The notes icon appears in the list of candidates when candidates have notes that are attached to their **Talent Records.**

![image017.JPG](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/b34b2529-1ace-4c1f-a2ab-b3ac2a041b6f.jpg)
- To do’s in BrassRing on Cloud enables you to keep track of the tasks to accomplish.

## Relevant eLearning

[Video](https://cdn.us.document360.io/4bb62c4c-9973-48ec-ab93-23d4b1755503/Images/Documentation/AddNotesandToDos.mp4)

## Process

### View Notes

- To view notes for a candidate, open the candidates **Talent Record**, and select **Notes**in the [Activity] section.
- Alternatively select**the notes icon** in a list of candidates to open a new window with a list of the notes.

### Add Notes or ToDo items

1. To add a note to a candidates Talent Record, access the **Talent Record.** In the Activity section, select **Notes**. Select +Add.
2. Alternatively, in a list of candidates, in the [Notes Column], select the **+ icon.**
3. The [Notes] window opens. Enter the **note text**, select the **access level.**
4. To create a To Do list item, insert a reminder date. To leave the note as a note, leave the reminder date blank.
5. Select **Submit**.
6. Select OK.

### Edit or Delete Public Notes

**Release 18.07.23**. BrassRing users with appropriate user type privileges can edit or delete Public notes from a candidate's Talent Record. The User Type Privileges are part of the **Candidate Actions 3 privileges**. For more information, see [User Type Management](/v1/docs/user-type-management).

1. To edit a public note, access the candidates **Talent Record.** In the [Activity section], select **Notes**, and select the **Edit icon. Edit the note** as needed, and select **Save**.
2. To delete a public note, access the candidates **Talent Record.** In the [Activity section], select **Notes**, and select the **Delete icon.** Select **OK**..