Rich Text for Notes & Task Descriptions

Modified on Tue, 21 Oct at 5:32 AM
We’re excited to announce that Notes and Task Descriptions now support Rich Text Editing!
This update allows you to format your notes and tasks with bold, italics, underline, lists, and links—making your documentation clearer, more structured, and easier to consume across the platform.
What’s New
You can now:
Format with bold, italics, underline, strikethrough
Use bulleted & numbered lists for structure
Add hyperlinks directly into notes and descriptions
Use undo/redo for easy corrections
Paste from docs or email with basic formatting preserved
Enjoy consistent rendering across Contacts, Opportunities, Companies, and Dashboards
How It Works
Open any note or task (new or existing).
In the Description field, you’ll now see a formatting toolbar.
Type or paste your content → apply formatting as needed.
Save, and your rich text will render consistently everywhere notes and tasks are displayed.
Why It Matters
Clarity
: Keep your notes structured and easy to read.
Collaboration
: Ensure your team can quickly scan and understand context.
Efficiency
: No need to switch to external tools for formatting—do it directly in-app.
Context
: Add links to supporting docs or resources right inside your tasks.