Add Tasks To Notes

This feature is available to all users


Users can keep track of their tasks and projects directly in their notes, giving an overview of documentation and to-dos in one space.


Create New Tasks in Your Notes

  1. Hover your mouse over the body of your note and click + to create a new content block.
  2. Select Add Task from the drop-down menu.

    Add Tasks To Notes_Step 1,2 _20231207.png

  3. You have now created an "Add Task" content block. Click on your new block.
  4. Select a project and section for the new task.
  5. Type the new task's name and an optional description to the box provided.
  6. Select a due date and assignee for the task.
  7. Click Create Task.
  8. Your new task has now been created in the chosen project board. A task preview and link will appear as a content block in your note.

    Add Tasks To Notes_Step 8_20231207.png

Add Existing Tasks to Your Notes 

  1. Hover your mouse over the body of your note and click + to create a new content block.
  2. Select Add Task from the drop-down menu.

    Add Tasks To Notes_Step 1,2 _20231207.png

  3. You have now created an "Add Task" content block. Click on your block.
  4. Click on Or link an existing Task.

    Add Task To Notes Step 3,4_20231207.png

  5. Begin typing the name of the task you want to link to.
  6. Click on your task from the suggested search results.
  7. A task preview and link will now appear as a content block in your note.

Convert a Content Block Into a Task

  1. Hover your mouse over the block you wish to convert into a task.
  2. Click the task icon (check mark) to the right of your content block.

    Add Tasks To Notes_Step2_20231207.png

  3. Select a project and section for your task.
  4. Type the new task's name and an optional description into the box provided.
  5. Select a due date and assignee.
  6. Click Create Task. Your new task has now been created in the chosen project board. The avatar of the assignee will appear next to your content block.

Edit a Task From a Note

To see all task details, open the Task Detail View on the right sidebar.

Add Tasks to Notes Step 0_20231207.png

From here, you can complete a task or edit the following details: 

  • Task name
  • Description
  • Due date
  • Assignee

    Add Tasks to Notes 00_20231207.png

Remove a Linked Task From Your Note

To remove a linked task from a content block or piece of text:

  1. Open the Task Detail View on the right sidebar.
  2. Choose the task.
  3. Click on the three dots (...) and select Unlink task.

    Add Tasks To Notes _unlink-task_20231207.png
Important

Deleting content blocks which link to a task does not delete the task. 


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