Use Notes to record important details and Tasks to plan follow-ups, assign work, or track progress.
Creating a Note
Click Notes on the sidebar.
Select + Add Note.
Fill in the details:
Title – what the note is about.
Description – add text, lists, or formatted content.
Linked records – connect the note to a contact, company, or deal.
Click Save Note.
Your new note appears instantly in your Notes list.
Editing or Deleting a Note
To edit a note:
Go to Notes, click the ⋮ (three dots) on a note card, and choose Edit.
Update what you need and Save Note.
To delete a note:
Click the ⋮ icon → Delete → Continue to confirm.
The note will be permanently removed.
When a note is linked to contacts, companies, or deals, you’ll see an Associated Records count, showing exactly how many items it’s connected to.
Filtering and Sorting Notes
You can quickly find what you’re looking for by:
Going to Notes.
Clicking Filter or Sort.
Choosing a condition (e.g., Name, Description, Created By, Updated By).
Entering a keyword and clicking Apply.
Use multiple filters at once to narrow your view.
Tasks in Revwit
Tasks help you and your team stay on top of what needs to get done.
Create, assign, and track them inside your workspace.
Creating a Task
Click Tasks on the sidebar.
Select + Add Task.
Fill in your task details:
Title and Description (format text as needed).
Associated Record – link to a contact, company, or deal.
Assignee – the teammate responsible.
Start and End Dates.
Task Type – e.g., call, meeting, email, etc.
Click Save Task.
The task is created and the assignee gets an email notification.
Editing or Deleting a Task
To edit: click the ⋮ icon on a task card → Edit → make updates → Save Task.
To delete: click the ⋮ icon → Delete → Continue to confirm.
Deleted tasks are permanently removed.
Checking Task Details
Each task card shows:
The Associated Record count (how many items it’s linked to).
The Assignee (who’s responsible).
These fields update automatically as changes happen.
Filtering and Sorting Tasks
To organize your task list:
Go to Tasks.
Click Filter or Sort.
Choose conditions such as Name, Description, Created By, or Updated By.
Apply one or more filters to refine your view.
Next up: Learn how to manage your workspace settings and permissions in Revwit.