Tasks
Task Notes

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

  1. Open a task by clicking its title on the Tasks page or on a contact/deal detail page.
  2. In the task detail view, click "+ Add Note" at the top of the notes section.
  3. Write your note using the rich-text editor. You can use Note Templates to pre-fill the editor with standard formats.
  4. Click Save.

[!TIP] You can collaborate and loop in team members on tasks by typing @ followed by their name in the note editor. See User Mentions for details.

[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.

Task Notes Ordering

Task notes in the task detail drawer are sorted chronologically with the newest notes first (descending order). This matches the notes feed layout on contact and appointment detail pages.

Permissions

All workspace members can view, create, edit, and delete task notes.

Related

OverviewDaily Task Digest