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Editing a Task Note

Editing is designed for quick updates and corrections.

Written by Sarah May
Updated over 2 weeks ago

To edit a note, find it in the task’s Notes list, click the More menu (three dots), then select Edit. The note’s content and type will load back into the editor at the top.

From there, update the text and formatting as needed. Like creating, editing is auto-saved. Imploy will save your changes in the background as you type and when you leave the editor.

While editing, you can also change the note type (for example, from General to Phone). That change is saved as part of the note.

If you want to stop editing and clear the editor, use the clear/reset action (the eraser icon). This resets the editor back to a new note state, without deleting the existing note.

Formatting and links:

  • Notes support headings, bullet/numbered lists, links, and simple formatting (bold/italic/underline/strike).

  • Links are clickable in the note display. When viewing a full note, hovering over a link shows a small preview of the URL so you can confirm where it goes before clicking.

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