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. 1

    Open the contact.

  2. 2

    Find Notes or Tasks in the panel on the right side.

  3. 3

    Select the plus icon.

  4. 4

    Write the note, or name the task and set a due date.

  5. 5

    Select Save. Tasks with due dates appear in your task list.

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