--- title: How to Add Canned Note Text Scripts to Specific Task Types description: Learn how to create canned note scripts in AppFueled and link them to specific task types. Then insert the script directly inside the Two-Way Portal when messaging customers. --- [Skip to content](https://appfueled.com/help/how-to-create-new-canned-notes-for-text/-email-scripts-0#main-content) [More support](https://appfueled.com/help/kb-tickets/new?hsLang=en-us) ![AppFueled](https://appfueled.com/hs-fs/hubfs/appfueled-logo.png?width=250&height=100&name=appfueled-logo.png) Open main navigation Close main navigation - [More support](https://appfueled.com/help/kb-tickets/new) - [Submit Ticket](https://appfueled.com/support) [Submit Ticket](https://appfueled.com/support?hsLang=en-us) How can we help you? - There are no suggestions because the search field is empty. 1. [Help Center](https://appfueled.com/help?hsLang=en-us) 2. [Canned Notes](https://appfueled.com/help/canned-notes?hsLang=en-us) # How to Add Canned Note Text Scripts to Specific Task Types ## Use this guide to create canned note scripts and connect them to specific task types—so teams can quickly insert the correct message directly from a task. ***Watch this 👀\*\*step-by-step guide\*\* *** *(Video Coming Soon) *   \--- Follow these steps to create new canned notes for text/email messages MUST HAVE ADMIN ACCESS TO PROCEED  #### **🗒️Part 1: Creating the Canned Note Text/Email Message **   #### **⚙️ Step 1: Log In to the Admin Panel** Open the **Admin Panel** in your browser and log in with your credentials. [InstantAutoSite Admin Panel](https://www.instantautosite.net/login) --- #### **🧭 Step 2: Open the “Canned Notes” Section** From the left navigation menu: - Click **Website → Canned Notes.** **![hours admin-1](https://appfueled.com/hs-fs/hubfs/hours%20admin-1.jpeg?width=398&height=281&name=hours%20admin-1.jpeg)** This is where you’ll manage your saved text or email message templates for quick customer communication. --- #### **📝 Step 3: Create a New Note** Click **Create New** to start a new canned note entry. ![Screenshot 2025-10-08 at 2.20.22 PM](https://appfueled.com/hs-fs/hubfs/Screenshot%202025-10-08%20at%202.20.22%20PM.png?width=161&height=44&name=Screenshot%202025-10-08%20at%202.20.22%20PM.png) --- #### **✉️ Step 4: Configure Your Canned Note** 1. **Select “Task Send Script”** as the type 2. Choose the **Task Type(s)** you want this script to be associated with 3. Enter an **Internal Title** (for staff reference) 4. Type your **Canned Note Content** — this is what loads into the message box 5. Toggle the **Publish Status** to **ON**  6. Click **Update** to save your canned note Your note is now tied to your selected task types. --- #### **💻Part 2: Accessing the Text Script in the Two-Way Portal**   #### **⚙️ Step 1: Log In to the [Two-Way Portal](https://www.instantautosite.net/appfueled/#/login).** --- #### **🧩 Step 2: Insert the Canned Note Text Script into a Task Message Thread** 1. Go to a **task type** that is associated with the canned note 2. Click the **green Script Icon** at the bottom of the task page ![AppFueledTM-Login-11-24-2025\_02\_41\_PM](https://appfueled.com/hs-fs/hubfs/AppFueledTM-Login-11-24-2025_02_41_PM.jpeg?width=412&height=323&name=AppFueledTM-Login-11-24-2025_02_41_PM.jpeg) 3. Click **Send Text Message** and the **Customer’s Phone Number** 4. Select the Desired **Canned Note Script** 5. Click **Add** — the script will load into the message thread 6. Review the message and click **Send**   Your canned note script has now been delivered! - [Staff](https://appfueled.com/help/staff?hsLang=en-us) - [Reports](https://appfueled.com/help/reports?hsLang=en-us#main-content) - [Templates/ Automated Texts](https://appfueled.com/help/reports?hsLang=en-us#templates-automated-texts) - [Call Center](https://appfueled.com/help/call-center?hsLang=en-us#main-content) - [Admin](https://appfueled.com/help/call-center?hsLang=en-us#admin) - [Call Center Agent Training](https://appfueled.com/help/call-center?hsLang=en-us#call-center-agent-training) - [Phone Number](https://appfueled.com/help/call-center?hsLang=en-us#phone-number) - [Calls Made by Staff/ Service Advisors](https://appfueled.com/help/call-center?hsLang=en-us#calls-made-by-staff-service-advisors) - [Booking Tool](https://appfueled.com/help/booking-tool?hsLang=en-us#main-content) - [Scheduling](https://appfueled.com/help/booking-tool?hsLang=en-us#scheduling) - [Billing](https://appfueled.com/help/billing?hsLang=en-us) - [Rebates](https://appfueled.com/help/rebates?hsLang=en-us) - [Reviews](https://appfueled.com/help/reviews?hsLang=en-us) - [Canned Notes](https://appfueled.com/help/canned-notes?hsLang=en-us) - [Compliance and Legal](https://appfueled.com/help/compliance-and-legal?hsLang=en-us) - [Templates/Automated Texts & Emails](https://appfueled.com/help/templates-automated-texts-emails?hsLang=en-us#main-content) - [Slow Day](https://appfueled.com/help/templates-automated-texts-emails?hsLang=en-us#slow-day) - [Custom Blast](https://appfueled.com/help/templates-automated-texts-emails?hsLang=en-us#custom-blast) - [Recommended Customer Journey](https://appfueled.com/help/templates-automated-texts-emails?hsLang=en-us#recommended-customer-journey) - [Additional CRM Texts/Templates](https://appfueled.com/help/templates-automated-texts-emails?hsLang=en-us#additional-crm-texts-templates) - [SMS Integration](https://appfueled.com/help/sms-integration?hsLang=en-us) - [Merge Tags](https://appfueled.com/help/merge-tags?hsLang=en-us) - [Customer Profile](https://appfueled.com/help/customer-profile?hsLang=en-us) - [Membership](https://appfueled.com/help/membership?hsLang=en-us) - [Referral Codes](https://appfueled.com/help/referral-codes?hsLang=en-us) - [SPAM](https://appfueled.com/help/spam?hsLang=en-us) - [Sidekick Ninja](https://appfueled.com/help/sidekick-ninja?hsLang=en-us) - [Coupons](https://appfueled.com/help/coupons?hsLang=en-us) - [Apple Developer Account](https://appfueled.com/help/apple-developer-account?hsLang=en-us) - [User Types](https://appfueled.com/help/user-types?hsLang=en-us) - [Star Rewards](https://appfueled.com/help/star-rewards?hsLang=en-us) - [App Design](https://appfueled.com/help/app-design?hsLang=en-us) [![AppFueled](https://appfueled.com/hs-fs/hubfs/appfueled-logo.png?width=250&height=100&name=appfueled-logo.png "AppFueled")](https://appfueled.com/?hsLang=en-us) #1 app builder platform for auto repair shops since 2015 **Unlike any other CRM, 🚀 launch your first app like a pro!** [mailto:get@appfueled.com](mailto:get@appfueled.com) Copyright © 2025 AppFueled™ | All rights reserved.