Tasks and notes
Tasks are the to-dos your team owes a customer, and notes are the running commentary that keeps everyone on the same page.
Tasks and notes are how your team turns a CRM record into action. A task is something specific that has to happen by a date — "Call David before Friday" — and a note is the context, decision, or reminder that helps anyone picking up the record understand what's going on.
Both attach to accounts, deals, and contacts, so you always work in context.
Tasks
A task captures one piece of work with an owner and a deadline.
Create a task
Open the parent record
Open the account or deal the task relates to, or go straight to CRM → Tasks to create a standalone one.
Click + New task
A side panel opens with the task form.
Fill in the task
Set the title, description, due date, assignee, and which account or deal it relates to. Status starts as open.
Save
The task shows up in the assignee's task list and on the related record.
Task fields
| Group | Fields |
|---|---|
| Core | Title, description, due date. |
| Assignment | Assignee, status (open or completed). |
| Context | Related account or deal. |
Find and manage tasks
Go to CRM → Tasks for the full list. Filter by assignee, due date, or status to focus on what matters right now. Each row has an inline checkbox — tick it to mark the task complete without leaving the list.
If you closed a task by mistake, open it and click Reopen to return it to open status.
Combine the tasks list with a saved view like "my open tasks due this week" to start every morning at the same place.
Notes
Notes are inline comments you leave on a record. They render in a distinct color so your team can spot the running commentary at a glance.
Where notes live
You can add a note to:
- An account
- A deal
- A task
- A contact
Open the record, switch to the Notes tab (or scroll to the notes section), type, and post.
Formatting and mentions
Notes support markdown, so you can use bold, italics, lists, links, and code spans without learning anything new.
To loop in a teammate, type @ and pick their name from the list. They get a notification with a link back to the record. Use mentions when you need eyes on something — they're how you turn a passive note into action.
Notes vs. tasks
Use a note when you're sharing context ("called billing, waiting on a refund code"). Use a task when there's a specific action with an owner and a deadline. If a note keeps coming up, it probably wants to be a task.