Developer Add Site Notes to CRM

by | Sep 21, 2026 | Guidelines & Notes

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Developer Add Site Notes to CRM

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Byattractiveuidesign

The Developer needs to add any information about plugins, how-to guides, or functionality, to the Freshy:CRM task.

Video how-to: https://watch.screencastify.com/v/9Qq8wdNJxoc6Bv8Oh7hY

Add the “Developer Site Notes” header/section (Tab+N), and then any of these applicable subtasks:

  • Plugins: any plugins that add a “significant piece of functionality” should be listed within the Plugins subtask. You don’t need to provide a link or any other info if you don’t want to.
  • How-to Guides: probably only ever going to be used for complex sites, where it’s necessary to create a How-To Guide for internal remembrance, or for the client.
  • Functionality Notes: will contain the bulk of the info. Ideally be as descriptive as possible, but without going overboard. Add info about build notes, functionality, customizations, etc.

If you don’t have anything to add to one of those, then no need to create that subtask.

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