Quick Answer
How do tasks and notes work inside Conversations?
Open Conversations, select the contact you want to work with, and use the Tasks and Notes options in the right-side panel. Tasks help you track next-step actions, while notes help you preserve internal context without leaving the conversation.
Keeping Follow-Ups Organized Without Leaving the Conversation
You may be managing conversations, but keeping track of tasks and important notes at the same time can get scattered.
The right-side panel in Conversations gives you quick access to Tasks and Notes so you can track next steps and capture internal context without leaving the message thread.
Tasks can help you remember actions such as calling a contact, following up, or sending a quote. Notes give you a place to record useful context such as preferences, objections, or conversation history.
Without a clear system, follow-ups can be missed and important details can be forgotten. Keeping these items connected to the conversation gives you a more organized way to manage what needs to happen next.
Where to find Tasks and Notes
Open Conversations, select a contact, and use the right-side panel options for Tasks and Notes.
Tasks and Notes at a Glance
Before You Begin
Decide whether you need to record an action that needs to happen or information that needs to be remembered.
- Open the correct contact inside Conversations.
- Use a task when there is a specific next-step action to complete.
- Use a note when you need to preserve internal context or history.
- Give tasks clear names so the required action is easy to understand later.
- Keep notes concise and focused on information that will be useful during the next interaction.
- If you accidentally delete a task or note, use Undo immediately.
How to Manage Tasks in Conversations
Use tasks to keep specific next-step actions connected to the contact and conversation.
Open the Conversation
Go to Conversations and select the contact you want to work with.
Open Tasks
In the right-side panel, select Tasks.
Add a Task
Click Add Task, enter the task details, and click Save.
Edit a Task
Click an existing task, update the text or available details, and save your changes.
Mark the Task Complete
Use the task checkbox to mark the action as completed.
Delete or Restore a Task
Delete the task when it is no longer needed and confirm the deletion. If you deleted it accidentally, click Undo immediately to restore it.
Make the action obvious
A task such as “Send proposal” gives you a clearer next action than a vague task such as “Follow up.”
How to Manage Notes in Conversations
Use notes to preserve important internal context without adding it to the customer-facing conversation.
Open Notes
Select Notes in the right-side panel for the contact.
Add a Note
Click Add Note, enter the information you want to preserve, and click Save.
Edit a Note
Click the note, update the text, and save your changes.
Delete or Restore a Note
Delete the note when appropriate and confirm the action. If the deletion was accidental, click Undo immediately to restore the note.
Tasks and notes serve different purposes
Use tasks for actions such as calling, following up, or sending a quote. Use notes for context such as preferences, objections, or useful history.
Internal Comments for Collaboration
Internal comments give your team another way to collaborate inside Conversations without showing those messages to the contact.
- Use internal comments for private team communication.
- Use @mentions when you need to tag a teammate.
- Keep customer-facing messages separate from internal collaboration.
Internal comments are for your team
These comments are intended to remain private and are not shown to the contact.
Bonus: View SMS Segments and Estimated Cost
While composing a text message, you can typically see information about the message length and estimated sending cost inside the composer.
Tasks and Notes Best Practices
Frequently Asked Questions
Why can’t I see the tasks and notes icons?
Can I assign tasks to other users?
What happens if I accidentally delete a note or task?
Continue Learning
Continue learning how to manage contacts, communication, and follow-up activity with these related BizStackPro Help Center guides.
