Overview
After a task is created, you can add notes to keep track of updates or record important details. Notes can be added to both internal and contact tasks, ensuring all relevant information is documented.
For contact tasks, any notes added remain private and are not visible to the contact, allowing you to manage behind-the-scenes details effectively.
Adding a Task Note
Navigate to Contacts > Tasks.
Locate the task for which you want to add a note.
Click on the name of the task to open the task editor.
Scroll down to the bottom and find the Notes section.
Type your note in the text box.
Once you're finished, click Add.
Editing + Deleting a Note
Navigate to Contacts > Tasks.
Locate the task for which you want to add a note.
Click on the name of the task to open the task editor.
Scroll down to the bottom and find the Notes section.
On the note you wish to edit or delete, click the three dots.
Select either Edit or Delete.
The Tasks Module is only available with the Element Ignite and Engage packages.