---
title: "Using Notes on Tasks and Sub-Tasks"
description: "Notes can be added at three levels across the platform and is always accessible from the client record"
url: https://help.usepixie.com/en/articles/9378674-using-notes-on-tasks-and-sub-tasks
collection: "Work: Tasks"
updated: 2026-05-21
language: en
---

# Using Notes on Tasks and Sub-Tasks

Notes can be added at three levels across the platform and is always accessible from the client record

Task notes are added on the Notes tab within a task. They relate to the task as a whole rather than to a specific subtask, and are useful for recording decisions, escalations, or progress updates at the task level.

### **How to add a task note**

1.  Open the task from the Work tab.
    
2.  Go to the Notes tab.
    
3.  Click Add note.
    
4.  Write your note using the rich text editor.
    
5.  Click Save.
    

**Editing and deleting task notes**

-   To edit a task note, click ⋮ on the note card and select Edit.
    

**Where task notes appear**

-   On the Task → Notes tab where they were created, displayed as note cards.
    
-   New: On the Client → Notes tab, in the Task & subtask notes section, grouped under the task and task name.
    

### **New: Subtask notes**

Subtask notes are added directly to individual subtasks within a task. They are the most granular level of notes in the platform and are useful for recording issues, progress, or decisions that relate to a specific step in the workflow.

**How to add a subtask note**

-   Open the task from the Work tab or Client Open Tasks.
    
-   Go to the Subtasks tab.
    
-   Click the subtask you want to add a note to. Notes can be added to subtasks only — not to milestones.
    
-   In the subtask detail panel on the right, scroll down to the Notes section.
    
-   Click + Add note.
    
-   Write your note and click Save.
    

**Who can add subtask notes?**

Any workspace user can add a subtask note but typically the assignee will add notes as work progresses.

**Where subtask notes appear**

Subtask notes roll up automatically to two places:

-   **Subtask detail panel** — Notes appear directly beneath the subtask they were added to.
    
-   **Task → Notes tab** — In the Subtask notes section, grouped by subtask name.
    
-   **Client → Notes tab** — In the Task & subtask notes section, grouped by task and then by subtask name.
    

**Note persistence**

-   Subtask notes are available on the Client Notes tab even when a subtask or task is marked completed or archived.
    
-   Subtask notes are permanently deleted if a task is permanently deleted.