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Converting a Note to a Task

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Bytimothy A
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Overview:

Converting a Note to a Task allows you to turn important information or reminders from a note into an actionable task. This helps ensure follow-ups are tracked, responsibilities are assigned, and work is completed efficiently.

Follow these steps to convert a note to a task:

Step 1: On your Dashboard, navigate to the Notes tab under the Customers section.
Step 1: On your Dashboard, navigate to the Notes tab under the Customers section.

Step 2: You will then be navigated to the Notes section.

Step 2: You will then be navigated to the Notes section.

Step 3: Hover over the selected note to display this tab, then click Edit Note.

Step 3: Hover over the selected note to display this tab, then click Edit Note.

Step 4: A pop-up window will appear, allowing you to edit the note.

Step 4: A pop-up window will appear, Allowing you to Edit the note.

Step 5: Hover over ‘Convert to Task,’ then click it to convert your note.

Step 5: Hover over ‘Convert to Task,’ then click it to convert your note.

Step 6: Your note has been successfully turned into a task.

Step 6: Your note has been successfully turned into a task.

Step 7: You can now set up your task, then click ‘Create’ to save and apply the changes.

Step 7: You can now set up your task, then click ‘Create’ to save and apply the changes.

Step 8: A notification will appear, informing you that you have successfully created a new task.

Step 8: A notification will appear, informing you that you have successfully created a new task.

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