Do not write the note - dictate it, then let the AI hand it back written properly.
The work you forget is the work that costs you. A Task in Internoodle is attached to a person, so it turns up when you open their record rather than living on a sticky note or in your head.
This guide covers adding a Task, and the part worth staying for — dictating the note instead of writing it, and letting the AI tidy it up.
Every Client, Prospect, Web Lead and Contact has a Tasks tab. Everything you have done or plan to do with that person lives there.
You can also reach the lists from Task Management › Task Activities if you would rather work across everyone at once.
The form is short on purpose: a Task Type, a schedule date, a Complete Date, and your note.
Types are your own list — note, phone call, meeting, follow up, letter, whatever you actually do. They matter because they let you filter later: every phone call this month, every meeting with a particular Client.
Add types you are missing under User Settings › Task Settings, or from the AI Assistant with add task type Weekly Review.
This is the part most people do not expect: you do not have to write the note at all. Press Dictate / Record and talk. It keeps listening through your pauses, so you can think out loud rather than dictating in one clean breath.
Straight after a call is when it pays. The note is done before you have put the phone down, and it is a fuller note than you would ever have typed.
If you would rather write, write it as roughly as you like — fast, no punctuation, two words run together. Nobody proofreads a note to themselves:
“My client was really happyandreferred me to his friend Noodle the Great”
However it came out, the note comes back written properly: “Client was very happy and referred me to his friend, Noodle the Great.” Same meaning, tidied up.
It arrives on the Formatted tab, next to the Original you dictated. Use this as the Original Note keeps the tidy version; leave it and you keep exactly what you said. There is a To-Do List tab as well, which pulls the jobs out of what you said.
The Task is filed against that person for good, and the Tasks tab becomes the history of your relationship with them.
Record what happened, not just what is next. Six months on, “spoke to her about the CRA review, she is sending the letter” is worth more than any reminder.
Dictate by default. Speaking a note takes a fraction of the time and produces a fuller record. The AI cleanup exists so that talking is enough.
The AI Assistant can open the form for you too. Log a phone call for mary: she wants her T1 by Friday opens the Task ready to confirm.
Keep types few. Five or six you actually use beats twenty you have to scroll past.
Be specific enough to be useful in three weeks. “Call about T1” beats “call”.
A Task is not a standalone reminder — it belongs to a person. Open a Client before a meeting and you see the whole thread: what you discussed, what you sent, what you charged, and what is still outstanding.
Leave the Complete Date empty and the same Task becomes a reminder that chases you. That is Set a Follow-Up Reminder.
Tasks are also what Workflows create automatically, so following up on a new lead is not something you have to remember to set up each time.
I cannot see the Tasks tab. Tabs can be hidden per account, though Main and Tasks normally stay. Check Custom Views.
The type I want is not in the list. Add it under Task Settings. It then appears for every record.
The cleanup changed my meaning. Keep the Original instead — it sits on its own tab, untouched.
I recorded it against the wrong person. Open the Task and change the record, or delete it and add it in the right place.
My list is enormous. Filter by type or date rather than scrolling, from Task Activities.
A Task belongs to a person. A To-Do List is just yours, for things that are not about a particular Client.
No. It tidies and stops. You read it, choose which version you want, and save it yourself.
Yes. The tidied version arrives on the Formatted tab and the Original is untouched unless you press Use this as the Original Note.
Yes — tell the AI Assistant add task for mary to call about her T1 and it opens the form ready for you to confirm.
They stay on the record as history. That is the point — the Tasks tab is the story of the relationship.
Tasks sit on the record, so anyone with access to that record sees them. Team permissions decide who can see what.
Files sent to a Client are recorded through Send File and appear against their record. Reference it in the Task text so the two connect.
A Task is how a promise turns into something that actually happens. Open anyone, go to the Tasks tab, and Add Task.
A Task Type, a schedule date, and your note.
Now the part worth staying for. You do not have to write the note at all. Press Dictate and Record, and talk. It keeps listening through your pauses, so you can think out loud. Straight after a call, that is the whole note done before you have put the phone down.
Or write it, as roughly as you like. Nobody proofreads a note to themselves. My Client was really happyandreferred me to his friend Noodle the Great. However it came out, press A I, Create Format and To-Do.
Client was very happy and referred me to his friend, Noodle the Great. Same meaning, tidied up. It arrives on the Formatted tab. Use This As The Original Note keeps it. Or keep what you said. It is your call.
There is a To-Do List tab as well, which pulls the jobs out of what you said. Save it, and the note is filed against that person for good. And a Task you leave unfinished stays on your list as a reminder.
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