How to Create a Note on a Task via Contact View

Locations:

1. Contact Record View/Tasks Section - > Click on the Task Record to access the Task View Mode where you can then click through to the Notes section of the Task.
   OR
2. Contact Record View/General Section/ Upcoming Schedule - > Click on the Name of the Task record to access the Task View Mode where you can then click through to the Notes section of the Task.

Overview: One way to create a note on a task, is to visit the relevant contact record—either yours as the owner, or an associated lead contact—and on the upcoming schedule in the general section, click the name of the task. In the view mode of the task that comes up, you can then click through to the Notes section of the task.

Watch: View this quick tutorial to learn more about adding notes to a task via a contact record.

See Also:  

• Work with Your List of Notes via the Finder
• Work with Your Tasks via the Finder

Click the Next button to go to the next module in this course or visit the Course Content page for an overview and linked index of all the help topics in this course.

Related Topics:

• How to Create a Call Log via Contact View
• How to Create an Event via Contact View
• How to Create a Note on a Lead Contact
• How to Create an Opportunity via Contact View
• How to Create a Task on a Contact via Contact View
• Review a Contact’s Completed Forms via Contact View
• Review Activities Section in Contact View via Contact View
• Working with Sales Force Management Using the Finders

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