Private Notes

Write It. Save It. Share It. Get Work Done Faster.

Create private notes, collaborate with shared notes, and manage your to-dos in one powerful workspace built inside your CRM.

Explore all features in a live preview

Create notes your way fast, simple, and fully customizable

Capture ideas, reminders, and project details instantly with an easy-to-use rich text editor. Format your content, add checklists, organize thoughts, and keep everything structured in one place.

  • Rich Text Editor: Write, format, and organize notes with headings, lists, checkboxes, and more.
  • Personal Workspace: Keep private notes for ideas, reminders, and daily tasks only you can see them.
  • Fast & Organized: Create, edit, and manage notes effortlessly with a clean, distraction-free layout.
  • Always Accessible: All your notes stay synced inside your dashboard, ready whenever you need them.

Color-code your notes for instant clarity

Organize your thoughts the smart way. Change note card colors or add your own custom shades to highlight priorities, group ideas, and make important notes stand out effortlessly.

  • Change note card colors for quick visual organization
  • Add custom colors to match your workflow or priority level
  • Highlight important notes so they stand out instantly
  • Create a clean, color-guided system that’s easy to follow

Share notes securely with your team

Easily share any note with selected team members and control exactly what they can do—view, edit, or download. Perfect for collaboration while keeping sensitive information protected.

Key Highlights:

  • Share notes with specific team members in one click
  • Set detailed permissions: Read-Only, Edit, or Full Access
  • Add or remove members anytime
  • Send instant email notifications when a note is shared

Dedicated notes for every project & client

Keep everything organized with a private notes space inside each project and every client profile. No more scattered information—store ideas, updates, reminders, and important details exactly where they belong.

Key Highlights:

  • Separate note space for every project and client
  • Keep your thoughts, reminders, and plans in one organized place
  • Add unlimited notes with a rich text editor
  • Perfect for quick thinking, meeting summaries, and internal updates

Self-Hosted for Complete Control

Install TaskSession on your own hosting and keep 100% ownership of your data and system.

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Finally, a system that keeps your client work under control

All your projects, payments, and updates… beautifully organized.

Become your clients’ trusted partner

Show professionalism with every project update. Give clients full visibility, keep them engaged, and build long-lasting relationships with transparency and trust.

Get paid without the chase

Send invoices, track payments, and set reminders — all in one place. Task Session makes sure you get paid on time, every time.

Deliver projects faster

Cut through the clutter of endless emails. Manage tasks, files, and feedback in one system so you can focus on work — not on searching for it.

One platform.

Built for agencies.

Law Firms

Marketing

Freelancer

Agencies

Designers

Developers

Sales

Consultants

Real Estate

IT Firms

Accounting

HR

Frequently
Asked Questions

Self-hosted means you install TaskSession on your own server, giving you:

  • Full ownership of your data
  • No monthly subscription fees
  • Higher security and privacy
  • Complete control over backups and storage

Your system runs independently — just like your own private SaaS platform.

Yes! We offer a one-time lifetime license, allowing you to use TaskSession forever without recurring fees.

This includes:

  • Lifetime ownership
  • Free updates
  • Unlimited usage for your business or agency

A perfect option for long-term savings.

TaskSession is built with enterprise-level security, including:

  • End-to-end encrypted messaging
  • Secure file uploads
  • Role-based permissions
  • Protection against unauthorized access
  • Regular security patches

Your data stays private, protected, and fully under your control.

Yes. All users   including lifetime license holders — receive:

  • Continuous feature updates
  • Security enhancements
  • Performance improvements
  • New modules and integrations

We actively develop and expand the platform based on real user feedback.