Contacts

Adding Notes & Tasks to Contacts

Every conversation, task, and reminder lives on the contact record. Keep your follow-up tight and never let a lead slip through the cracks.

1

Adding a Note to a Contact

Notes let you record anything relevant about a contact — what they said, what they are looking for, or context from a conversation you had. Notes are private to your team and never visible to the contact.

  1. Open the contact record by clicking a contact's name anywhere in Jtek.
  2. Click the "Notes" tab at the top of the contact record, next to Activity and Tasks.
  3. Click "+ Add Note" or click directly in the note text area.
  4. Type your note. Be specific — good notes include context like: "Called on March 29, looking for 3BR in 78704, budget $500k, pre-approved with Austin Mortgage."
  5. Click "Save Note." The note is saved with a timestamp and your name so your team knows who wrote it.
  6. Notes are visible to all team members who have access to this contact. Keep them professional and factual.
  7. To edit or delete a note, hover over it and click the pencil or trash icon that appears.
💡Note-taking habit: Add a note after every call or meeting — even just 2–3 sentences. Over time this becomes an invaluable history that helps you close deals faster and pick up conversations right where they left off.
app.jtek.pro/contacts/priya-nair — Notes
Jtek
Contacts
Opportunities
Activity Notes Tasks
Mar 29, 2026 — You
Called on March 29. Looking for 3BR in 78704, budget $500k, pre-approved with Austin Mortgage. Wants to start touring next week.
Add a new note...
Save Note
PN
Priya Nair
Seller
📱 (512) 555-0418
✉️ priya.n@email.com
2

Creating a Task

Tasks are to-do items tied to a contact. They appear in your dashboard and can be assigned to any team member with a due date and type.

  1. Open the contact record and click the "Tasks" tab.
  2. Click "+ Add Task" or "+ New Task."
  3. Enter the task title — be specific. "Follow up" is vague. "Call to schedule showing — 78704 listings" is actionable.
  4. Set the task type: Call, SMS, Email, or General. This helps you plan your day and see what kind of work is in your queue.
  5. Set a due date and time. Jtek will remind you on the dashboard when a task is coming due or overdue.
  6. Assign to a team member using the Assign To dropdown. By default, the task is assigned to you. If you want someone else on your team to handle it, change the assignment here.
  7. Click "Save Task." The task appears on the Tasks tab of this contact, on your dashboard, and in your team member's task queue if you assigned it to them.
💡Always leave a task: Every time you talk to a lead, create a task for the next step. Your pipeline should never have a contact without a task. No next step = no deal.
app.jtek.pro/contacts/alex-lin — Tasks
New Task — Alex Lin
Call to schedule showing — 78704 listings
📞 Call
Mar 30, 2026 10:00 AM
AL
You (Alex Lin)
CancelSave Task
3

Viewing the Contact Timeline

The Activity tab on every contact record shows a complete timeline of everything that has happened — every message, call, note, stage change, and workflow action, all in one place.

  1. Open a contact record and click the "Activity" tab (the default view).
  2. Scroll down to see the full history. The most recent activity is at the top. Older events are below.
  3. Activity types you will see: SMS sent/received, emails sent/received, calls logged, notes added, tags added or removed, pipeline stage changes, workflow enrollments, and manual actions completed.
  4. Each event shows the time, who did it (you, a team member, or an automation), and the content of the message or action.
  5. SMS and email threads are shown inline — you can read the full message without leaving the contact record.
  6. Scroll to the very bottom of the timeline to see when the contact was first created and how they entered your system (form fill, import, manual entry, etc.).
💡Before calling: Always check the Activity timeline first. You will know exactly what was said last, what the contact asked about, and what step is next. This makes every call feel personalized rather than cold.
app.jtek.pro/contacts/dana-kim — Activity
Jtek
Contacts
Conversations
Activity NotesTasks
✅ Task completed: Send listing report
📧 Email sent: "3 New Listings in 78704"
📝 Note added by you — Mar 28, 2026
🔄 Stage changed: New Lead → Contacted
💬 SMS received: "Yes I'm interested!"
💬 SMS sent: Welcome message (Automation)
4

Setting Reminders

Reminders make sure you follow up on time. Set them on tasks or use Jtek's built-in notification system to get alerted before a due date passes.

  1. When creating a task, check the "Remind me" checkbox below the due date field.
  2. Set when you want to be reminded: 15 minutes before, 1 hour before, 1 day before, or a custom time.
  3. Choose your notification method: In-app notification (the bell icon in the top nav), email, or SMS to your own phone number.
  4. Save the task. The reminder is set. When the time comes, Jtek will notify you according to your preferences.
  5. View upcoming reminders on your Dashboard under the "Tasks" section. Overdue tasks are highlighted in red so they stand out immediately.
  6. You can also set follow-up reminders from automations — use a "Create Task" action step in a workflow to automatically schedule follow-up tasks when contacts take certain actions (like filling out a form or going cold for 30 days).
⚠️Check your notification settings: Go to Settings → Notifications to confirm that task reminders are enabled for your preferred channels. If the bell icon stays blank, your notifications may be turned off.
app.jtek.pro/dashboard — Tasks Due Today
Tasks Due Today — March 30, 2026
Call Alex Lin — schedule showing
10:00 AM · 📞 Call
On time
Follow up with Maria Santos
Was due Mar 28 · 💬 SMS
Overdue
Send comps to James Rivera
2:00 PM · 📧 Email
On time
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