> ## Documentation Index
> Fetch the complete documentation index at: https://help.lanten.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Creating tasks & notes in Street

> Two actions that are always one click away: log a note or set a task in Street without leaving the email.

Whatever email you're reading, two Street actions are always available in the panel: **Create note** and **Create task**. They're how the conversation in your inbox becomes a record in your CRM — without opening Street.

<Frame caption="Both actions sit under Suggested actions on every email.">
  <img src="https://mintcdn.com/lanten/0Y8MZ4PBEvSi50LX/images/tasks-notes/actions-row.png?fit=max&auto=format&n=0Y8MZ4PBEvSi50LX&q=85&s=36298f7cecce182df98afe05dbd85b94" alt="The Create note in Street and Create task in Street buttons in the Lanten panel" width="499" height="908" data-path="images/tasks-notes/actions-row.png" />
</Frame>

<Note>
  **First time only:** pick yourself from the **Author** (notes) or **Assignee** (tasks) list — that's how the record is attributed in Street. Lanten remembers your choice and defaults to it from then on.
</Note>

## Create a note in Street

Use it when the email contains something worth keeping on the record: a tenant's new phone number, a landlord agreeing to a spend, a warning sign you want the next person to see.

<Frame caption="Author, entity, contents — and pin it if it should sit at the top of the record.">
  <img src="https://mintcdn.com/lanten/0Y8MZ4PBEvSi50LX/images/tasks-notes/note-form.png?fit=max&auto=format&n=0Y8MZ4PBEvSi50LX&q=85&s=6f34149a830854bd98994eb765c6642e" alt="The Create note in Street form with author, entity, note contents and pinned toggle" width="496" height="465" data-path="images/tasks-notes/note-form.png" />
</Frame>

<Steps>
  <Step title="Click Create note in Street">
    The form opens in the panel.
  </Step>

  <Step title="Check the details">
    **Entity** is pre-set to whatever the email matched — the tenant, property or landlord the note belongs against in Street; switch it if it belongs somewhere else. Write the **note contents**, and toggle **Pinned** if it should sit at the top of the record.
  </Step>

  <Step title="Create note">
    It appears on that record in Street immediately.
  </Step>
</Steps>

## Create a task in Street

Use it when the email creates a to-do: chase the gas certificate, book the inspection, call the landlord back Friday.

<Frame caption="Assignee, entity, one of your Street task types, and a due date.">
  <img src="https://mintcdn.com/lanten/0Y8MZ4PBEvSi50LX/images/tasks-notes/task-form.png?fit=max&auto=format&n=0Y8MZ4PBEvSi50LX&q=85&s=de60bbd2fc13067ebdc514cc090d33d5" alt="The Create task in Street form with assignee, entity, task type, title, description and due date" width="496" height="611" data-path="images/tasks-notes/task-form.png" />
</Frame>

<Steps>
  <Step title="Click Create task in Street">
    The form opens in the panel.
  </Step>

  <Step title="Fill it in">
    **Entity** is pre-set to the record the email matched. Pick a **task type** — the list comes straight from your Street task types — then add a **title**, **description** and **due date**.
  </Step>

  <Step title="Create task">
    The task lands in Street's task list, assigned and dated.
  </Step>
</Steps>

<Tip>
  Lanten will also **suggest** a note or task when the email obviously calls for one — same forms, pre-filled harder. See [Suggested actions](/using-lanten/suggested-actions).
</Tip>