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Rich Text for Notes and Task Descriptions

Enable Rich Text for notes and tasks in GHL Customer Care. Use bold, lists, and hyperlinks to improve clarity and consistency across CRM records.

4 min read811 words3 explained imagesUpdated Wed, 21 Jan at 8:10 AM
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  1. What is Rich Text for Notes & Task Descriptions?
  2. Key Benefits of Rich Text for Notes & Task Descriptions
  3. Formatting Toolbar
  4. Lists & Structure
  5. Hyperlinks
  6. Rendering Across the CRM
  7. Limitations & Expectations
  8. How To Use Rich Text for Notes & Task Descriptions
  9. Frequently Asked Questions
  10. Related Articles

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Rich Text for Notes & Task Descriptions lets teams format CRM notes and task details with bold text, lists, and hyperlinks so that the information is easier to scan, understand, and act on. This article covers what’s included, how to use it efficiently, and where formatting appears throughout your CRM.

TABLE OF CONTENTS

What is Rich Text for Notes & Task Descriptions?

Rich Text adds lightweight, everyday formatting to notes and task descriptions so teams can emphasize key details, structure follow‑ups with lists, and link out to supporting assets—all without leaving GHL Customer Care.

Rich Text for Notes & Task Descriptions provides formatting controls (bold, italics, underline, strikethrough), bulleted and numbered lists, hyperlinks, undo/redo, and basic paste formatting preservation. Formatting renders consistently wherever those notes and tasks appear in GHL Customer Care.

Key Benefits of Rich Text for Notes & Task Descriptions

Understanding the benefits helps you decide when to use Rich Text and how to standardize note-taking across your team.

  • Clarity: Highlights key points so teammates can scan information quickly.

  • Consistency: Looks the same across Contacts, Opportunities, Companies, Conversations, and Calendars.

  • Speed: Apply emphasis, lists, and links directly—no need to switch tools or paste raw URLs.

  • Traceability: Undo/redo reduces mistakes during longer edits.

  • Collaboration: Shared note patterns and linked context improve handoffs between teams.

  • Reduced clean‑up: Pasting preserves basic formatting from docs and email, minimizing rework.

Formatting Toolbar

The toolbar provides quick access to the most-used formatting controls for efficient note-taking.

  • Bold, italics, underline, strikethrough

  • Bulleted and numbered lists

  • Hyperlinks (insert/edit)

  • Undo / Redo

Formatting Toolbar (image 1 of 3) What this shows Bold, italics, underline, strikethrough Bulleted and numbered lists Hyperlinks (insert/edit) Undo / Redo What this shows Illustrates the "Formatting Toolbar" section of "Rich Text for Notes and Task Descriptions". This screenshot appears in the "Formatting Toolbar" section of "Rich Text for Notes and Task Descriptions". The text alongside this image reads: Bold, italics, underline, strikethrough Bulleted and numbered lists Hyperlinks (insert/edit) Undo / Redo. This part of the guide covers 4 fields, listed below. Immediately after, the guide continues: Lists make action items and meeting notes easier to read and maintain over time. Image 1 of 3 What this coversBold, italics, underline, strikethrough Bulleted and numbered lists Hyperlinks (insert/edit) Undo / Redo
Fields in this part of the guide Bold, italics, underline, strikethroughBulleted and numbered listsHyperlinks (insert/edit)Undo / Redo
Next stepLists make action items and meeting notes easier to read and maintain over time.
All 4 steps in this procedure
  1. Bold, italics, underline, strikethrough
  2. Bulleted and numbered lists
  3. Hyperlinks (insert/edit)
  4. Undo / Redo

Lists & Structure

Lists make action items and meeting notes easier to read and maintain over time.

  • Use bulleted lists for ideas, talking points, and general notes.

  • Use numbered lists for steps, follow-ups, or ordered tasks.

Add links to external assets (docs, drive folders, tickets) so teams can jump directly to details from within your CRM.

To insert or edit a link in a note or task description:

  1. Select the text you want to hyperlink.

  2. Click the Link icon in the toolbar.

  3. Paste the URL and confirm.

  4. Save your note/task. The link will render as clickable text wherever the note or task appears.

Hyperlinks (image 2 of 3) What this shows Select the text you want to hyperlink. What this shows Illustrates the "Hyperlinks" section of "Rich Text for Notes and Task Descriptions". This animation appears in the "Hyperlinks" section of "Rich Text for Notes and Task Descriptions". The text alongside this image reads: Select the text you want to hyperlink. Click the Link icon in the toolbar. Paste the URL and confirm. Save your note/task. The link will render as clickable text wherever the note or task appears. Immediately after, the guide continues: Notes and task descriptions appear in multiple places; Rich Text ensures the same content stays readable wherever it’s shown. Image 2 of 3 What to chooseSelect the text you want to hyperlink. Click the Link icon in the toolbar. Paste the URL and confirm. Save your note/task. The link will render as clickable text wherever the note or task appears.
Buttons and menus referenced Link
Next stepNotes and task descriptions appear in multiple places; Rich Text ensures the same content stays readable wherever it’s shown.
All 4 steps in this procedure
  1. Select the text you want to hyperlink.
  2. Click the Link icon in the toolbar.
  3. Paste the URL and confirm.
  4. Save your note/task. The link will render as clickable text wherever the note or task appears.

Rendering Across the CRM

Notes and task descriptions appear in multiple places; Rich Text ensures the same content stays readable wherever it’s shown.

Rich Text formatting renders consistently in these areas:

  • Contacts

  • Opportunities

  • Companies

  • Conversations

  • Calendars

Limitations & Expectations

Setting clear expectations prevents confusion and helps your team adopt Rich Text confidently.

  • The current release focuses on lightweight formatting. Not supported: images, tables, headings, text colors, text alignment, code blocks, and checkbox-style task lists.

  • Pasting preserves basic formatting only (emphasis, lists, links). Complex layout and media are omitted.

  • Public API: No changes introduced by this feature.

How To Use Rich Text for Notes & Task Descriptions

Rich Text for Notes & Task Descriptions is now generally available across GHL Customer Care, giving your team access to the editor and ensuring consistent formatting wherever notes and tasks appear.

  1. Open any note or task (new or existing).
    For example, we'll use a note or task from Contacts → Open Existing/New Contactin a sub-account.

  2. Click in the Note Description field.

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

  4. Save to apply changes.

How To Use Rich Text for Notes & Task Descriptions (image 3 of 3) What this shows Open any note or task (new or existing). What this shows Illustrates the "How To Use Rich Text for Notes & Task Descriptions" section of "Rich Text for Notes and Task Descriptions". This screenshot appears in the "How To Use Rich Text for Notes & Task Descriptions" section of "Rich Text for Notes and Task Descriptions". The text alongside this image reads: Open any note or task (new or existing). For example, we'll use a note or task from Contacts → Open Existing/New Contact in a sub-account. Click in the Note Description field. Use the toolbar to apply formatting, insert links, or create lists. Save to apply changes. Immediately after, the guide continues: Q: Does Rich Text change how notes or tasks are stored or exported? Rich Text focuses on on-screen readability. When exporting or printing, content may be simplified—review exports to confirm the appearance you need. Image 3 of 3 Where to goOpen any note or task (new or existing). For example, we'll use a note or task from Contacts → Open Existing/New Contact in a sub-account. Click in the Note Description field. Use the toolbar to apply formatting, insert links, or create lists. Save to apply changes.
Buttons and menus referenced notetaskContacts → Open Existing/New ContactNoteDescriptiontoolbarSave
Next stepQ: Does Rich Text change how notes or tasks are stored or exported? Rich Text focuses on on-screen readability. When exporting or printing, content may be simplified—review exports to confirm the appearance you need.
All 4 steps in this procedure
  1. Open any note or task (new or existing). For example, we'll use a note or task from Contacts → Open Existing/New Contact in a sub-account.
  2. Click in the Note Description field.
  3. Use the toolbar to apply formatting, insert links, or create lists.
  4. Save to apply changes.

Frequently Asked Questions

Q: Does Rich Text change how notes or tasks are stored or exported?
Rich Text focuses on on-screen readability. When exporting or printing, content may be simplified—review exports to confirm the appearance you need.

Q: Can I add images, tables, or headings to Tasks/Notes?

No. Notes and task descriptions support a lightweight set: emphasis, lists, links, undo/redo, and basic paste formatting.

Q: Are hyperlink clicks tracked?
Hyperlinks are provided for quick navigation. This feature does not introduce link tracking.

Q: Will formatting appear on mobile?
Formatting is designed to be readable across the platform. If you don’t see a toolbar on mobile, use the desktop/web app to edit while viewing remains intact.

Q: Is there an API change?
No. The release does not add or modify public API endpoints.

Q: Do internal comments in Conversations use the same editor as Notes?
Internal comments are distinct from Notes. Rich Text for Notes & Task Descriptions improves note/task editing; internal comments may have different capabilities.

Q: Are text colors or alignment available?
No. The feature focuses on essential formatting for clarity and consistency.

Frequently asked questions

What is Rich Text for Notes & Task Descriptions?
Rich Text adds lightweight, everyday formatting to notes and task descriptions so teams can emphasize key details, structure follow‑ups with lists, and link out to supporting assets—all without leaving GHL Customer Care. Rich Text for Notes & Task Descriptions provides formatting controls (bold, italics, underline, strikethrough), bulleted and numbered lists, hyperlinks, undo/redo, and basic paste formatting preservation. Formatting renders consistently wherever those notes and tasks appear in GHL Customer Care.

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