Add a Note to an Incident

Add a note to record a factual follow-up update so the incident history stays complete and auditable — for example when you contact someone or when something changes.

Add a Note to an Incident

To add a note to an incident, follow these steps:

1. Sign in to your "Workmax" account with a manager or admin account.
2. Open the incident, either from the client's "Incidents" tab or from the company-wide "Incidents" page.
3. Click on the "Add note" button.
4. Enter your notes — include what changed, who was contacted, or what still needs to happen next. (Notes are required.)
5. Click on the "Add note" button.

Workmax adds the note to the incident timeline without changing its status. If you have any questions or need help, please contact Workmax Support.