My notes and personal tasks

My notes and personal tasks are only for you. They are encrypted on your device before they are saved, so nobody else can read them, not even the Company admins.

#Write a note

1. Select your account picture at the bottom of the left bar (top right on the phone) and choose My notes.
2. Select + New note, enter a Title or some text. The note is saved as you write and shows Saved.
3. Select Pin to keep it under Pinned at the top.

Search finds notes by their text. A note that belongs to a deal or a contact shows it, for example Deal · Northwind renewal. To delete a note, open it and confirm Delete this note?; it is removed for good.

#Notes about a teammate

Open someone from the Directory or a chat and write a Private note on their card, for example a preference or a date to remember. Select Add note or Save note. These notes are listed under About teammates in My notes. The teammate never sees them.

#Personal tasks

Open My work and select My tasks. The list shows your own tasks, CRM tasks and chat tasks assigned to you; choose Mine, CRM or Chat to see one kind.

1. Select + Task (for me).
2. Enter the Title, a Due date and, if you want, a Time (optional) and Notes.
3. Select Add task.

You get a reminder before it is due, at the reminder time you chose in Settings → Reminders and digest. A task without a time is all-day: the reminder comes at 09:00 that day.

Tick a task to mark it done. Select Show done to see finished tasks again.