Adding notes + tasks

Adding notes + tasks - GHL
A — Add Notes to a Contact
Sign in to GHL and select your sub-account.
Go to Contacts from the left menu.
Click on the contact you want to add a note to.
In the contact profile, locate the Notes tab (usually in the main contact overview or timeline).
Click + Add Note.
Type your note — you can include any relevant details: conversation points, personal info, next steps, etc.
Click Save.
The note now appears in the contact's timeline and can be reviewed anytime.
Tip: You can tag notes with keywords or use them for reference in workflow actions later.
B — Add Tasks to a Contact
Open the contact profile.
Navigate to the Tasks section/tab (often next to Notes or Timeline).
Click + Add Task.
Fill out the task details:
Title / Description: Brief description of the task.
Type: Call, email, meeting, or custom type.
Assign To: Yourself or team members.
Due Date / Time: When the task should be completed.
Priority: Low / Medium / High.
Click Save Task.
The task will appear in the contact's timeline and in the Tasks Dashboard (for all tasks).
Tip: Tasks can also be automatically created via Workflows when certain triggers occur, like new lead creation or form submission.
C — Add Reminders to Tasks
01
Access Reminder Option
While creating or editing a task, look for the Reminder option (usually a bell icon or "Set Reminder" checkbox).
02
Configure Reminder Settings
Choose how you want to be reminded:
Time before due: e.g., 10 minutes, 1 hour, 1 day before.
Notification Type: In-app, email, or SMS (depending on your GHL setup).
03
Save Your Reminder
Click Save.
Tip: You can edit reminders anytime from the task details page if your schedule changes.
D — Bonus: View & Manage Notes, Tasks, and Reminders
Timeline
All notes and tasks appear chronologically in the contact's timeline.
Tasks Dashboard
Shows all tasks assigned to you or your team, with due dates and reminders.
Filtering
You can filter tasks by status (Completed / Pending), priority, or assigned user.
Workflow integration
Tasks can trigger emails, SMS, or pipeline updates automatically.
Quick Cheat Sheet
1 Add Notes
Contacts → select contact → Notes tab → + Add Note → Save.
2 Add Tasks
Contacts → select contact → Tasks tab → + Add Task → Fill details → Save.
3 Add Reminders
Add Reminder when creating/editing task → choose timing & notification → Save.
4 Monitor Activity
Use timeline & Tasks Dashboard to monitor activity.