Notes and Tasks: Rich Text Formatting

Notes and tasks now support rich text. Create cleaner, more readable updates with headings, bullets, checklists, links, and inline styling. Improve collaboration by making key details scannable and action items unmistakable.

What’s New

• Rich text toolbar in notes and task descriptions

• Text styles: bold, italic, underline, strikethrough

• Structure: headings, paragraphs, horizontal rule

• Lists: bulleted, numbered, and checklists

• Links: add and edit hyperlinks

• Inline code and code blocks for technical snippets

• Keyboard shortcuts for common formatting

• Cleaner rendering on desktop and mobile

Tips

• Use headings and short paragraphs to make updates scannable

• Turn follow ups into checklists to track completion inside a task

• Link to docs or tickets for context instead of pasting long URLs

• Keep bold for key decisions and owners so they stand out

• Use numbered lists for step by step instructions

• Paste from plain text when you need a clean slate

• For technical notes, wrap commands in inline code for easy copy

How to Set It Up

Step 1

Open a task or create a new one, open any contact, company, or record.

Step 2

Create a new note or open a task and click into the description. Apply formatting, highlight text, and choose bold, italic, underline, headings, lists, checklists, links, or code. Use keyboard shortcuts for speed.

FAQ’s

1. What formatting is supported?

• Bold, italic, underline, strikethrough

• Headings, paragraphs, horizontal rule

• Bulleted lists, numbered lists, checklists

• Links, inline code, code blocks
  

2. Can I paste formatted content from other apps?

• Yes, common styles generally carry over; if something looks off, clear formatting to normalize it
  

3. Do checklists track completion inside tasks?

• Yes, each checklist item can be marked complete for progress tracking and accountability
  

4. Will formatting appear in notifications and exports?

• Plain text notifications remove styling; supported exports preserve formatting where available
  

5. Are keyboard shortcuts supported?

• Yes: Ctrl + B or Cmd + B for bold, Ctrl + I or Cmd + I for italics, Ctrl + K or Cmd + K to insert a link
  

6. Is mobile supported?

• Yes, rich text renders on mobile; toolbar availability may vary by device and screen size