What are notes?
You can store important information that doesn’t necessarily belong in a task or isn't an action item. They function like a simple document or notepad inside your project. They help keep key details easily accessible to everyone without needing to attach them to a specific task.
You can use notes to capture things such as:
- Meeting minutes
- Guidelines or instructions
- Reference information
Understanding notes:
Workspace Guests are permitted to this feature.
When converting from a task to a note:
Assignees will become followers.
Some task data will be lost: Due Dates, Time Spent & Checklists.
Some will remain the same: Description, Location, Tags, Label, GitHub, Comments, and Files & Links. Subtasks will be converted to regular tasks and detached from their parent tasks.
When converting from a note to a task, all data will be kept as is.
How to convert (The same applies both ways):
1 - Right-click on the task/note you would like to convert or open the task window and click on the 3 dots in the top right corner.
2 - Select Convert task to note or Convert note to task.
3 - A pop-up window will appear with all the information you should know before converting.
4 - Click Confirm once understood.
