> ## Documentation Index
> Fetch the complete documentation index at: https://help.eazybe.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Create Tasks and Notes
> Learn how to create HubSpot tasks and notes directly from WhatsApp conversations using the Eazybe extension
## Overview
The Eazybe WhatsApp Extension enables you to create HubSpot tasks and notes without leaving your WhatsApp conversations. This seamless integration helps you manage follow-ups, track activities, and maintain comprehensive contact records in real-time.
Ensure the WhatsApp contact is already linked to a HubSpot contact before creating tasks or notes.
***
## Video Tutorial
Watch how to create HubSpot tasks and notes from WhatsApp:
***
## Creating HubSpot Tasks
Follow these steps to create tasks for your HubSpot contacts directly from WhatsApp:
Navigate to the WhatsApp chat of the contact for whom you want to create a task. Ensure the contact is linked to a HubSpot contact.
Click the **HubSpot icon** in the sidebar, then navigate to the **Tasks** section (the second button in the Mini-CRM panel).
Select the **Add Task** option to start creating a new task assignment.
Designate task priority levels to organize your workflow effectively:
* **High** — Urgent tasks requiring immediate attention
* **Medium** — Important but not urgent tasks
* **Low** — Tasks that can be addressed later
Use the **plus icon** to generate multiple tasks for batch creation when you need to assign several follow-ups at once.
Once a task is finished, mark it as completed to move it to the finished section and keep your task list organized.
All tasks created are automatically synced to your HubSpot account and appear in the contact's activity timeline.
***
## Creating HubSpot Notes
Follow these steps to add notes to your HubSpot contacts from WhatsApp:
Navigate to the WhatsApp chat of the contact for whom you want to create notes.
Click the **Notes** button (the third button in the top navigation of the Mini-CRM panel).
Enter your follow-up notes or important information in the provided text box. Include any relevant details about the conversation or next steps.
Optionally attach specific WhatsApp messages to your notes by selecting the beginning and ending messages you want to include.
Attaching messages provides context and creates a direct link between your notes and the actual conversation.
Click **Save** to store the note in HubSpot. The note will appear in the contact's activity timeline.
***
## Task vs Notes Comparison
* Action items with due dates
* Can be assigned to team members
* Have priority levels
* Track completion status
* Appear in task queues
* General observations and context
* Store important information
* Can include attached messages
* Provide conversation history
* Reference material for team
***
## Best Practices
Write specific, actionable task descriptions that clearly state what needs to be done and by when.
Use priority levels consistently to help your team focus on the most important tasks first.
Include relevant details and attach WhatsApp messages to provide complete context for future reference.
Check your task list regularly to ensure nothing falls through the cracks and update statuses promptly.
***
## Need Help?
If you have any questions or need further assistance, reach out to us at **[hey@eazybe.com](mailto:hey@eazybe.com)**. We're happy to help!
