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Create a Note Template

  • Updated

Notes are useful for maintaining a documented history of interactions, facilitating team collaboration, and ensuring continuity of service. Note templates are the efficient approach to keeping uniform communication across your team.

Last updated: February 2026 · Notes & Templates

In This Article

  1. Opening a blank note template
  2. Creating a note template
  3. Information added to a new task

Step-by-Step Guide

 

Step 1 — Opening a blank note template

  1. Within any lead or deal card click on Notes on the right hand Toolbox
     
  2. Click the + icon. The New Note panel displays
  3. Click the Use a Note Template field
  4. Select Add Note Template from the dropdown

Step 2 — Creating a note template

Enter a template name and description. Optionally, upload a document and select a person to notify. Click Save. On the side panel, click Create Note.

Viewing notifications

If you add a user to the Notify field, BrokerEngine sends the person an email notification.
 

Whether the Notify field is selected or not, the note will always appear in both the activity feed within DealDash on the lead or deal and in the Notes section on the right hand Toolbox:

Prerequisites

Know how to convert an email into a task.

Step 3 — Information added to a new task

When you convert an email to a task, BrokerEngine creates a task with:

  • Record: [none]
  • Name: Subject of the email
  • Assignee: The email address you include in the To field after your task-creation email address.
  • Type: Imported Task
  • Priority: Low
  • Due Date: [none]
  • Description: Body of the email.
  • Notify user: [you]

For example, if you send this email:

To: task_4ef892875b29d02984492786e739302a08c7>@email.staging.brokerengine.com.au, kim@example.com
Subject: Set up meeting next week
Email body:

Hi Kim,

Please set up this meeting with Jules next week. We need to get the application submitted.

BrokerEngine creates a task with:

  • Name: Set up meeting next week
  • Assignee: [team member with the email address of kim@example.com]
  • Type: Imported Task
  • Priority: Low
  • Notify: [you]
  • Description: Hi Kim,
    Please set up this meeting with Jules next week. We need to get the application submitted.

Related Articles

  • Create a Task Template
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  • In a , we show
  • you how to convert an email message to a task. Basically, you forward an email
  • to a user-specific address, and BrokerEngine turns it into a task. This handy
  • feature helps you:
  • Save time managing client communications and handling follow-ups.
  • Avoid introducing errors because you don’t need to transcribe as much
  • information.
  • Ensure that all requisite emails are converted to tasks.
  • This article describes the conversion process.
  • Convert Emails to Tasks
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