The Engagement card on a person profile has three tabs that all hold typed-in content: Notes, Tasks, and Activity. They sound similar but they answer three different questions.
Tasks — what needs to happen
Forward-looking. A to-do list. Tasks have a due date, an assignee, and a status (Open or Done). Use a task when you want to remember to do something, or you want a teammate to do something, by a certain date.
Examples:
- "Call Joe back Tuesday at 3pm."
- "Send the proposal by Friday."
- "Schedule a discovery call this week."
Activity — what already happened
Backwards-looking. A history log. Each entry records a single touchpoint: channel (email / phone / SMS / meeting / in-person / note), subject, body, and when it happened (you can backdate). No due date, no assignee — it's a permanent record in the timeline.
Examples:
- "Called at 3pm Tuesday — left voicemail."
- "Sent the proposal Apr 5."
- "Met for coffee — they're ready to sign."
Notes — what to remember
Free-form context about the person. No channel, no due date, no backdate — just observations and things you don't want to forget.
Examples:
- "Prefers texts over emails."
- "Has two kids, oldest is in our Wed night program."
- "Mentioned wanting to volunteer with worship eventually."
The natural flow
- Create a Task for a future action ("Call Joe back Tuesday").
- Tuesday arrives — you do it.
- Mark the task Done.
- Log an Activity entry describing what happened on the call.
- If anything you learned is worth keeping around, add it as a Note.
The task is the reminder. The Activity entry is the record. The note is the memory.
At-a-glance comparison
| Tasks | Activity | Notes | |
|---|---|---|---|
| Direction in time | Future ("I will do") | Past ("I did") | Timeless ("This is true") |
| Due date | Yes | No (records when it happened) | No |
| Backdating | n/a | Yes | No |
| Assignee | Yes — one team member owns it | No — just whoever logged it | No |
| Status | Open / Done | One-shot record | One-shot record |
| Channel | — | Required (email / call / meeting / etc.) | — |
All three live in the Engagement card
On every person profile, the Engagement card holds the tabs. Each tab only appears when there's something in it, so a brand-new contact starts clean. Use the header + Add dropdown (Add Note, Add Task, Log Activity) to create the first entry of each type.