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Tasks and Notes
Tasks and Notes

This article provides a step-by-step guide on how to set up tasks and notes for a contact, enabling better organization and follow-up

Harinder avatar
Written by Harinder
Updated over 3 weeks ago

Keep track of important activities and details by adding tasks and notes for contacts in SwipeOne. This article shows you how to set them up efficiently, helping you stay organized and on top of your follow-ups. Follow below steps:

  1. Click on 'People' to view and access your contact list.
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  2. Select a specific contact to view their details
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  3. Go to the Notes section to view or add notes
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  4. Click on "Create a note"
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  5. Add relevant notes and save notes.
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  6. Click on "Tasks" to add to-do, followups or schedule
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  7. Click on "Add Task"
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  8. Write a task related to the contact

  9. Click "Due Date" and set the due date for the task

  10. Click "Reminder" and set a reminder for the task and save the task


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