Rich text options for notes and task descriptions

Notes and task descriptions support lightweight rich text formatting — bold, italics, underline, strikethrough, lists, and hyperlinks — that renders consistently across the platform.

Formatting toolbar

The formatting toolbar above the Note Description field provides every supported control.

Pasting preserves basic formatting only — emphasis, lists, and links — and omits complex layout and media.

Lists and structure

Use bulleted lists for ideas, talking points, and general notes. Use numbered lists for steps, follow-ups, or ordered tasks where the sequence matters.

Add a hyperlink

Turn any text in a note or task description into a clickable link:

1. Select the text you want to hyperlink.

2. Click the Link icon in the toolbar.

3. Paste the URL and confirm.

4. Save the note or task.

The link renders as clickable text wherever the note or task appears. Hyperlinks are provided for quick navigation; this feature does not introduce link tracking.

Where formatting appears

Rich text renders consistently wherever notes and tasks appear:

• Contacts

• Opportunities

• Companies

• Conversations

• Calendars

Apply formatting

Format any note or task, new or existing, from the editor where you write it — for example, from Contacts by opening a contact.

1. Open a note or task, or create a new one. See Using Notes and Tasks for how notes and tasks work on contact records.

2. Click in the Note Description field.

3. Use the toolbar to apply formatting, insert links, or create lists.

4. Click Save to apply your changes.

What is not supported

This release focuses on lightweight formatting, so the following are not supported:

• Images, tables, headings, text colors, text alignment, code blocks, and checkbox-style task lists.

• Pasting complex layout or media — only emphasis, lists, and links carry over from pasted content.

• Guaranteed export or print appearance — exports or printing may simplify content, so review exports to confirm the appearance you need.

• Public API changes — the release does not add or modify public API endpoints.

• Toolbar editing on mobile in every view — if the toolbar is not visible on mobile, edit in the desktop or web app while viewing remains intact.

Internal comments in Conversations are distinct from Notes and may have different capabilities.

Rich text questions

For creating tasks and task descriptions, see Create and manage tasks.