How to Use Rich Text in GoHighLevel Notes and Tasks

If you use ClickUp for project management and GoHighLevel for CRM, having clean, readable notes is essential. This guide explains how to use rich text formatting for notes and task descriptions in GoHighLevel so you can create clearer records, highlight important details, and organize information more effectively.

What Is Rich Text in GoHighLevel?

Rich text in GoHighLevel lets you format the content of notes and task descriptions using basic styling tools. Instead of plain text, you can:

• Bold or italicize key information
• Create ordered or unordered lists
• Add headings for structure
• Insert line breaks and spacing for readability

This feature is especially useful for teams that rely on detailed CRM histories, as it helps keep information organized and easy to scan.

Where You Can Use Rich Text in GoHighLevel

Rich text formatting is available in specific parts of the platform. In GoHighLevel, you can use rich text in:

• Contact notes
• Company notes
• Opportunity notes
• Task descriptions

Each of these areas has a text editor where you can apply formatting before saving your content.

How to Enable Rich Text for Notes in GoHighLevel

Rich text is built into supported note areas inside GoHighLevel. Follow these steps to use it when creating or editing notes.

Step 1: Open the Relevant Record in GoHighLevel

1. Log into your GoHighLevel account.
2. Navigate to the section that contains the record you want to update, such as Contacts, Companies, or Opportunities.
3. Click on the specific record to open its details panel.

Step 2: Add or Edit a Note with Rich Text

1. Locate the Notes section inside the record.
2. Click Add Note or select an existing note to edit.
3. You will see a rich text editor, typically with options like bold, italics, lists, and more.
4. Type your note, applying formatting as needed.

Use formatting to separate topics, highlight next steps, and clearly show what has already been completed.

Step 3: Save the Rich Text Note in GoHighLevel

1. After entering your formatted content, review it for clarity.
2. Click Save or the equivalent action button in GoHighLevel.
3. Confirm the note appears in the activity or notes timeline with your formatting preserved.

Once saved, your rich text note becomes part of the record’s history and is visible to team members with proper access.

How to Use Rich Text for Task Descriptions in GoHighLevel

Task descriptions also support rich text, which helps define clear instructions and expectations for team members.

Step 1: Access Tasks in GoHighLevel

1. From the main GoHighLevel dashboard, navigate to the section where tasks are managed.
2. Select the pipeline, contact, or area where you want to view or create a task.
3. Open an existing task or click to create a new task.

Step 2: Add a Rich Text Task Description

1. In the task window, locate the Description field.
2. Use the available rich text toolbar to format your description as you type.

Examples of how to structure a task description in GoHighLevel with rich text:

• Objective: Clearly state what needs to be completed.
• Steps:
  • Create a numbered list of actions.
  • Include links or references if needed.
• Notes: Add bullet points for extra context or reminders.

Step 3: Save and Review the Task

1. Double-check the description for accuracy and readability.
2. Ensure key details are bolded or highlighted using rich text formatting.
3. Save the task so your changes are stored in GoHighLevel.

Team members can now open the task and quickly understand the requirements from the formatted description.

Best Practices for Rich Text in GoHighLevel

To get the most value from rich text features, follow these simple best practices.

Keep GoHighLevel Notes Easy to Scan

• Use headings to separate topics, such as Call Summary, Next Steps, and Objections.
• Break up long text into short paragraphs.
• Use bullet points for lists of items, questions, or action steps.

Standardize Formatting for Your GoHighLevel Team

• Create internal guidelines for how to format notes and tasks.
• Use similar heading labels across all GoHighLevel records.
• Train team members to use bold only for the most important points to avoid clutter.

Use Rich Text to Clarify Task Ownership

• Bold the owner’s name in the task description.
• Use lists to outline responsibilities for each team member.
• Add clear deadlines and link them to your wider GoHighLevel workflow.

Troubleshooting Rich Text Issues in GoHighLevel

If rich text content does not appear as expected, consider the following checks.

• Confirm you are editing in a field that supports rich text, such as notes or task descriptions.
• Make sure your browser is up to date and not blocking scripts required by GoHighLevel.
• Try refreshing the page to load the latest editor state.

If problems continue, consult the official documentation or support resources.

Official GoHighLevel Documentation and Further Help

You can view the original help article about rich text for notes and task descriptions on the official GoHighLevel support site here: GoHighLevel Rich Text for Notes and Task Descriptions.

For broader CRM strategy, automation guidance, and implementation support, you can also explore expert resources at Consultevo, which provides consulting and optimization services for marketing and sales systems.

Summary: Rich Text Efficiency in GoHighLevel

Rich text for notes and task descriptions makes it easier to organize information in GoHighLevel. By applying simple formatting, you can:

• Highlight critical details for your team
• Structure long conversations into clear sections
• Document tasks with concise, readable instructions

When used consistently, rich text helps every GoHighLevel user quickly understand the context of each record and execute follow-up actions with confidence.

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