Task Notes
You can add notes to any task from the task detail view. Task notes use the same rich-text editor as contact notes, and they automatically appear on the linked contact's notes feed — giving your team a complete picture without duplicating information.
Example: You create a task called "Send proposal to Sarah Chen." After drafting the proposal, you add a task note: "Sent v2 of the proposal with revised pricing per our call on Monday." This note appears on both the task and Sarah's notes feed.
Adding a Task Note
- Open a task by clicking its title on the Tasks page or on a contact/deal detail page.
- In the task detail view, click "+ Add Note" at the top of the notes section.
- Write your note using the rich-text editor.
- Click Save.
[SCREENSHOT PLACEHOLDER: Task detail view showing the notes section with "+ Add Note" button and an existing note]
Editing & Deleting
- Edit — Click the edit icon on any note to reopen the editor inline. Click Save or press Escape to cancel.
- Delete — Click the delete icon and confirm. Deletion is permanent.
How Task Notes Appear on Contacts
When a task is linked to a contact, its notes appear in the contact's notes feed with a green badge showing the task title. Clicking the badge opens the task detail view.
This means you don't need to copy information between task notes and contact notes — adding a note to a task automatically makes it visible on the contact's page.
See Notes for the full notes feed documentation.
Permissions
All workspace members can view, create, edit, and delete task notes.
Related
- Notes — Rich-text editor, pinning, search, and the unified notes feed
- Technical Reference: Notes — Data models and schemas