Agents can see both note count and task count in the card view of a deal card. Clicking on the count will give a quick access to the respective details with action features that they can perform.
How to view the note count of a deal card and perform actions?
Navigate to Pipelines and select a deal card.
![/"/"](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2021/08/05143930/select-deal-card-1.jpg)
- Click on notes and add new notes.
![/"/"](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2021/08/05143929/click-on-Notes-add-notes-2.jpg)
- Once added you will get the success notification for the new note added successfully.
![/"/"](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2021/08/05143928/new-notes-added-3.jpg)
- Navigate back to the pipelines and refresh the page, you can now find the note count on the card view of the respective deal card.
![/"/"](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2021/08/05143928/notes-count-in-the-dealcared-4.jpg)
Click on the note count, you will find all the notes added.
Click on the delete icon beside each note to delete it.
Click on add new to add a new note.
![/"/"](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2021/08/05143927/delete-and-add-notes-5.jpg)
How to view the task count of a deal card and perform actions?
Navigate to Pipelines and select a deal card.
Click on task to add a new task.
Once the details are filled click on save.
![/"/"](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2021/08/05143926/Task-save-1.jpg)
- Once added you will get the success notification for the task added.
![/"/"](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2021/08/05143925/task-added-successfully-2.jpg)
- Navigate back to the pipelines and refresh the page, you can now find the task count on the card view of the respective deal card.
![/"/"](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2021/08/05143924/task-count-3.jpg)
- Click on the task count, you will find all the tasks added.
Note:Â In case if there is any task due, you will get a pop-up message if you hover your cursor over the task count.
- Click on the > icon to open the task details pop up.
![/"/"](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2021/08/05143924/Task-view-in-deal-card-4.jpg)
Check the box beside each task to mark it complete.
Once you mark the task as complete you will get a success notification and also the add task panel will open to add a new task if you want.
![/"/"](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2021/08/05143923/Task-mark-as-complete-checkbox-5.1.jpg)
![/"/"](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2021/08/05143922/task-done-5.2.jpg)
- Click on the add task to add a new task.
![/"/"](https://wp-insuredmine-public-bucket.s3.us-west-2.amazonaws.com/media/2021/08/05143921/task-add-in-dealcard-popup-6.jpg)