Tasks and notes

Tasks and notes both appear in two places — a contact's own page, and any deal tied to that contact — because they're stored on the contact, not the deal. Adding a note from a deal page is really adding a note to that deal's contact.

Tasks

A task is a title, an optional due date, and a checkbox.

1. On a contact or deal page, find the Tasks section.
2. Fill in New task (the title) and optionally Due.
3. Click Add.
4. Check the checkbox next to a task to mark it complete — completed tasks show with strikethrough text rather than disappearing from the list.

Notes

A note is free-text, timestamped, and permanent — there's no edit after adding one.

1. On a contact or deal page, find Add a note.
2. Type the note and click Add note.

Both tasks and notes show up on the contact's Activity feed and its timeline alongside everything else that's happened to that contact.