Organize Better With Rich Text for Notes & Tasks on HighLevel

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📝 Rich Text for Notes & Tasks Is Here!

We’re thrilled to introduce Rich Text Editing for Notes and Task Descriptions in Opportunities, Pipelines, Contacts, and Tasks! 🎉

Now you can format your notes just like a document — making your updates cleaner, more organized, and easier to understand across your entire workspace.

🌟 What’s New

You can now:

Bold, italicize, underline, or strikethrough text
Add bulleted or numbered lists for structure
Insert hyperlinks directly into notes or descriptions
Use undo/redo to fix mistakes easily
Paste content from docs or emails with formatting preserved
See consistent formatting across Contacts, Opportunities, Companies & 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, then apply formatting as needed.
Click Save — your formatted note will appear perfectly everywhere.

💡 Why It Matters

📌 Clarity: Keep your notes structured and easy to read.
🤝 Collaboration: Help your team quickly scan and understand key details.
⏱ Efficiency: Format directly in-app—no need to switch to other tools.
🔗 Context: Add links to related docs, videos, or resources right inside your tasks.

With Rich Text for Notes & Tasks, you’ll keep everything organized, readable, and professional—all without leaving your CRM. 🚀