Tasks and Notes in the new Surfe Side Panel

Surfe lets you create and manage follow-up tasks directly from the Side Panel, so you can keep track of next steps without leaving LinkedIn.

Tasks are synced with your connected CRM and can be associated with the contact you're viewing.

Create a task

To create a task:

1. Open a contact's profile in LinkedIn.
2. Make sure the contact is synced to your CRM.
3. Open the Side Panel and click Tasks in the bar at the bottom of the profile.
4. Create a New.
5. Add the relevant details:
   • Task name (if not added, the Task can't be created)
   • Due date and time
   • Assignee
   • Status or label
   • Comments

6. Save the task.

   

Once created, the task is synced to your CRM.

View and manage your tasks

You can view the tasks associated with a contact directly from their profile: click Tasks at the bottom of the Side Panel. A company profile has a Tasks button too; depending on your CRM it shows the company's tasks or your own task list.
 

Tasks are organised by:

• Overdue
• Due today
• Upcoming

Each task shows key information such as the contact, due date, and assignee.

You can also:

• Edit a task
• Mark a task as completed
• Delete a task

Completed tasks leave the list and remain in your CRM.

Notes are coming soon!

How Notes and Activities work across CRMs

The way Notes, Tasks, and Activities are structured depends on the CRM you're using.

Pipedrive

In Pipedrive, Notes are separate from Activities.

A Note is simply a piece of text associated with a Lead, Deal, Person, or Organization.

Activities are used for actions such as calls, meetings, emails, and deadlines.

HubSpot

In HubSpot, Notes and Tasks are both considered Activities, alongside many other activity types.

This means they appear within the same activity framework in HubSpot, even though they serve different purposes.