Simplify Tasks and Notes in Conversations

What This Panel Does

In Conversations, the right-side panel gives you quick access to Tasks and Notes so you can track next steps and capture internal context without leaving the message thread.

How to Use Tasks and Notes in Conversations

1. Open a conversation: Go to Conversations and click the contact you want.
2. Open Tasks or Notes: In the right panel, select Tasks or Notes.
3. Add a task: Click Add Task → enter details → Save.
4. Edit a task: Click a task → update the text/details → Save.
5. Mark as done: Use the checkbox to complete the task.
6. Add a note: Click Add Note → write the note → Save.
7. Edit a note: Click the note → update text → Save.
8. Delete items: Delete the task/note (as needed) and confirm.
9. Undo a deletion: If you deleted by mistake, click Undo immediately to restore.

Internal Comments for Collaboration

Use internal comments (with @mentions) to tag teammates while keeping your collaboration private. These comments are only visible to your team and are not shown to the contact.

Bonus: View SMS Segments and Estimated Cost

While composing a text message, you can typically see character count, segment count, and estimated SMS cost inside the composer—helpful for keeping messages concise.

• Character count: Helps avoid splitting into multiple segments.
• Segments: Longer messages can be billed as multiple SMS parts.
• Estimated cost: Lets you gauge spend before sending.

Benefits and Best Practices