> For the complete documentation index, see [llms.txt](https://docs.agilecase.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.agilecase.com/user-documentation/dashboard/creating-a-call-note.md).

# Creating a Call Note

This lesson will show you how to create a call note in AgileCase.

{% stepper %}
{% step %}

### Enter note details

<figure><img src="/files/OBjDkRWdH3EsyBKF8tbb" alt=""><figcaption></figcaption></figure>

Once you have decided to create a call note, you will be prompted to fill in the note details.

You can choose the type of call that you are making, whether over phone or a secure messaging service. You can then set a date for the call, select a case and fill in the recipient details.

After this you can enter the main body of text for the note.
{% endstep %}

{% step %}

### Save note

<figure><img src="/files/zTYrcRXTPa6ywH1v2LNy" alt=""><figcaption></figcaption></figure>

Once you have filled in the note details you can toggle whether it is publicly available or private and choose to create a follow up task. Once this is done, click "Save Changes" to create the call note.
{% endstep %}

{% step %}

### View call note

<figure><img src="/files/oPDZlEbka0izBW83iF2K" alt=""><figcaption></figcaption></figure>

Once it has been created, you can view your call note under "Calls" in the "Docs& Comms" tab of a case.
{% endstep %}
{% endstepper %}


---

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