Tasks, notes and files

You can attach tasks, notes and files to people, companies and opportunities. Open the record and use its Tasks, Notes and Files tabs.

Add a task to a record

1. Open the person, company or deal.
2. Click the Tasks tab.
3. Click New task. If the record already has tasks, click the + at the top of the list instead.
4. Type a title for the task.
5. Set the Due Date, Assignee and Status.

The task is linked to the record you started from. Its Status can be To do, In progress or Done.

See all tasks

Click Tasks in the sidebar. Click the view name at the top left to switch between these views:

• All Tasks: every task in a table.
• By Status: a board with a column for each status. Drag a card to change its status.
• Assigned to Me: only the tasks assigned to you.

To add a task here, click New Task at the top right. Use the task's Relations field to link it to people, companies or deals.

Write a note

1. Open the person, company or deal.
2. Click the Notes tab.
3. Click New note. If the record already has notes, click the + at the top of the list instead.
4. Type a title.
5. Click below the title and write your note.

Notes save as you type. In the body, type / to add headings, lists and other blocks, or type @ to mention a record. Every note is also listed under Notes in the sidebar.

Attach a file

1. Open the person, company or deal.
2. Click the Files tab.
3. Click Add file. If the record already has files, click the + at the top of the list instead.
4. Choose the file on your computer.

You can also drag files from your computer onto the Files tab. It's a handy place for briefs, proposals and signed insertion orders.