Add a note or task to a contact
Keep call notes and follow-ups in one place.
Updated Oct 4, 2026
Where to find it
ContactsContact record
- 1
Open the contact.
- 2
Find Notes or Tasks in the panel on the right side.
- 3
Select the plus icon.
- 4
Write the note, or name the task and set a due date.
- 5
Select Save. Tasks with due dates appear in your task list.
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