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

# Add Notes and Follow-Ups

> Add notes to an account during a visit, and plan tasks for the next visit with Next Visit To Do's.

Use this page to record what you saw or discussed at an account with notes, and to plan tasks and notes for the next visit with Next Visit To Do's, so nothing gets missed.

## Notes

Notes belong to the **account**, so the list shows every note for the account, not only notes from this visit.

### Add a Note

You add notes from an open visit:

<Steps>
  <Step title="Open Notes">
    On the visit, tap the action button, and then tap **Add Note**. The **Notes** screen opens. To find an existing note, use **Search notes...**.
  </Step>

  <Step title="Start a New Note">
    Tap **New Note**.
  </Step>

  <Step title="Enter the Note">
    Enter a **TITLE** and the **NOTE**. If your company hides the title, the first 20 characters of the note become the title.
  </Step>

  <Step title="Save">
    Tap **Save**.
  </Step>
</Steps>

To edit or delete a note, tap it.

<Note>
  Your company might require at least 1 note on the visit before you can [check out](/visits/visit-details#check-out).
</Note>

## Next Visit To Do's

Use **Next Visit To Do's** to plan tasks and notes for the next time someone visits the account.

### Plan Follow-Ups for the Next Visit

To save follow-ups, you need to select at least 1 task, or add a note with a title. Plan them from an open visit:

1. On the visit, tap the action button, and then tap **Next Visit To Do's**.
2. Optional: Under **Add Assignee**, choose who the follow-up is for. Otherwise, it stays as None.
3. Under **Incomplete Task and Surveys**, select the unfinished tasks to carry over.
4. Optional: Under **Add Tasks and Surveys**, select any new tasks.
5. Optional: Under **Add Note**, enter a title and note.
6. Tap **Save**.

The **Next Visit To Do's** screen also opens automatically when you [cancel a visit](/visits/visit-details#cancel-a-visit), or check out and choose to copy unfinished tasks. In that case, start at step 2.

After you save, FieldKo adds the follow-ups to a visit:

* If a future visit is already planned for the account, FieldKo adds the tasks to that visit right away.
* If no future visit is planned, FieldKo adds the tasks to the next visit created for the account.

## See Also

* [Check In and Complete a Visit](/visits/visit-details)
* [Create a Visit](/visits/create-visit)
* [Plan Visits on the Calendar](/visits/calendar)


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