# Manage tasks and notes in Smart CRM

Tasks track work with a status or due date, while notes preserve customer context that should remain available on related CRM records.

## Who this is for

Use this guide when your team needs to track a next action or retain customer context without duplicating it across records.

## Create a task

Open **Tasks**, or create a task from the related record. Give it a specific outcome, assignee when applicable, status, and due date. Link it to the person, company, or opportunity it concerns, then update it when the work is completed or rescheduled.

## Add a note

Open **Notes**, or add a note from the related record. Record the useful context, such as a meeting summary, confirmed decision, research finding, or customer statement. Link it to the relevant records so the context appears where the team needs it.

## FAQ

### Should a customer fact be a task or a note?

Use a task for work that must be completed and a note for context, meeting information, decisions, or supporting facts.

### Where should I create a task or note?

Create it from its own CRM area or from the related person, company, or opportunity so the correct relationship is visible.

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Canonical HTML: https://app.tradegoai.app/docs/smart-crm-tasks-notes
Last updated: 2026-08-27

Related documentation:
- [Manage customers and opportunities in Smart CRM](https://app.tradegoai.app/docs/smart-crm)
- [Track opportunities in Smart CRM](https://app.tradegoai.app/docs/smart-crm-opportunities)
- [Create and manage people in Smart CRM](https://app.tradegoai.app/docs/smart-crm-people)