Overview
Once a task has been created, you have the ability to add notes. Task notes help you keep track of updates or record important details related to the task.
Adding a Task Note
Navigate to Contacts > Tasks.
From the Task listing, 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.
From the Task listing, 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.
