Task Notes Overview in the Task Manager

Learn how to write, edit, and delete task notes from the Task Manager. 

This article will provide an overview of the Task Manager's notes features.

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Article Contents

• Writing Task Notes
• Editing Task Notes
• Deleting Task Notes

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Launchpad

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Writing Task Notes

Though you can write notes for a task when creating or editing a task, you can directly enter notes for a created task from the main Task Manager window itself.

To write task notes for a task, do the following:

1. Click a task in the Task Manager window.
2. Enter a note in the Enter a Task Note text box.
3. Set the Mark as Complete checkbox to one of the following:
   • Checked: This will mark the task as complete and remove it from the list of tasks.
   • Unchecked: This will not mark the task as complete and will keep the task active in the Task Manager.
4. Click Add Note.
   
   

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Note: Closing the Note box with unsaved note text when in the Task Manager will not delete the entered text. However, navigating away from the Task Manager window will delete all unsaved note text.

Once a note has been entered into a task, the    Note icon will appear next to the due date. Hover over the icon to see a list of all notes for the task.

Task notes are listed in reverse chronological order. The most recent notes appear at the top of the list.
 

Editing Task Notes 

Task notes can be edited through either the associated lead record or an associated opportunity.

Editing via Contact Manager

Task notes can be edited through the lead's record.

To edit task notes, do the following:

1. Hover over a task with a note in the Task Manager window. Click    Open.
   
   

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2. Locate the Upcoming Tasks section in the Contact Record. Click the task with a note.
3. Locate the target note under the Note text box. Click    Options > Edit. Edit the note content.
   
   

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4. Click Save to save edits or Revert to discard edits.
   
   

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Note: Tasks with associated opportunities will not open into the Contact Record. You will need to locate the contact in the Contact Manager to edit task notes for these contacts.

Deleting Task Notes

Task notes can be deleted through either the associated lead record or an associated opportunity.

Deleting via the Contact Manager 

To permanently delete task notes through the Contact Manager, do the following:

1. Hover over a task with a note in the Task Manager window. Click    Open.
   
   

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2. Locate the Upcoming Tasks section in the Contact Record. Click the task with a note.
3. Locate the target note under the Note text box. Click    Options > Delete.
   
   

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4. Click OK.
   
   

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