How To Use Rich Text in Notes and Tasks to Improve Team Clarity in Tekmatix

Why This Matters

Notes and tasks are only useful if your team can quickly understand and act on them.

Without formatting, important details get buried in long text blocks, follow-ups are missed, and handoffs between team members become inefficient. Rich Text for Notes & Task Descriptions in Tekmatix solves this by adding simple formatting tools like bold text, lists, and links directly inside your CRM, without needing external documents or tools.

This helps teams:

• Scan notes faster

• Reduce misunderstandings

• Standardize internal documentation

• Improve collaboration across departments
  
  

What Is Rich Text for Notes & Task Descriptions in Tekmatix?

Rich Text adds lightweight formatting to notes and task descriptions inside Tekmatix.

You can apply:

• Bold, italics, underline, and strikethrough

• Bulleted and numbered lists

• Clickable hyperlinks

• Undo and redo

• Basic formatting preservation when pasting content
  
  

Formatting stays consistent wherever the note or task appears across Tekmatix—so everyone sees the same structured information.

Key Benefits of Using Rich Text

1. Improved Clarity

Highlight critical information so teammates can instantly spot key updates, decisions, or next steps.

2. Consistent Formatting Across the CRM

Notes look the same whether viewed in:

• Contacts

• Opportunities

• Companies

• Conversations

• Calendars
  

3. Faster Note-Taking

Format text and insert links without switching tools or pasting raw URLs.

4. Fewer Errors During Edits

Undo and redo options reduce mistakes when updating longer notes.

5. Better Collaboration

Standardized note formats and linked resources improve handoffs between team members.

6. Reduced Cleanup

When pasting content from emails or docs, basic formatting is preserved—saving time.

Understanding the Rich Text Toolbar

The formatting toolbar appears when editing a note or task description.

Available Tools:

• Bold

• Italics

• Underline

• Strikethrough

• Bulleted lists

• Numbered lists

• Insert or edit hyperlinks

• Undo / Redo
  

These tools are designed for quick, everyday formatting, not advanced document styling.

Using Lists to Structure Notes and Tasks

Lists make information easier to read and maintain.

Best Practices:

• Bulleted lists – use for meeting notes, talking points, or general observations

• Numbered lists – use for step-by-step instructions, action items, or follow-ups

This structure helps teams quickly understand what needs to happen next.

Adding Hyperlinks to Notes and Tasks

Links allow your team to jump directly to related resources.

How To Add a Hyperlink:

1. Highlight the text you want to link

2. Click the Link icon in the toolbar

3. Paste the URL

4. Confirm and save
   

The link will appear as clickable text anywhere the note or task is viewed in Tekmatix.

Where Rich Text Appears in Tekmatix

Rich Text formatting renders consistently across the platform, including:

• Contact records

• Opportunity pipelines

• Company profiles

• Conversations

• Calendar events
  

This ensures notes remain readable no matter where your team accesses them.

Limitations to Keep in Mind

Rich Text is intentionally lightweight.

Not Currently Supported:

• Images

• Tables

• Headings

• Text colors

• Text alignment

• Code blocks

• Checkbox-style task lists
  

When pasting content, only basic formatting (text emphasis, lists, links) is preserved.

Step-by-Step: How To Use Rich Text in Notes & Tasks

1. Open any Contact, Opportunity, Company, or Task

2. Create a new note or edit an existing one

3. Click inside the Note or Task Description field

4. Use the toolbar to:
   

   • Apply text formatting

   • Add lists

   • Insert hyperlinks

5. Click Save
   
   Your formatting will apply automatically wherever the note or task appears.

Sample Scenario: Improving Internal Handoffs

Scenario

A support agent needs to hand off a client issue to the onboarding team.

Without Rich Text:

• Long paragraph of unformatted text

• Key steps and links buried

• Onboarding team misses an important follow-up
  
  

With Rich Text in Tekmatix:

• Bold heading-style text for the issue summary

• Numbered list for required next steps

• Hyperlinks to the support ticket and client documents
  
  

Result

The onboarding team immediately understands:

• What the issue is

• What actions are required

• Where to find supporting resources

This leads to faster resolution and fewer back-and-forth messages.

Frequently Asked Questions

Does Rich Text change how notes or tasks are stored or exported?
No. Rich Text improves on-screen readability. Exports or printed versions may simplify formatting.

Can I add images or tables to notes or tasks?
No. The feature supports lightweight formatting only.

Are hyperlinks tracked?
No. Links are for navigation only and are not tracked.

Will formatting display on mobile?
Yes. Formatting remains visible. Editing is best done on desktop or web.

Are there API changes?
No. This feature does not introduce any API updates.

Does this affect internal comments in Conversations?
No. Rich Text applies only to Notes and Task Descriptions.