Converting a regular/standalone task into a note (the same steps apply in reverse)
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 a task to a note:
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.
Converting a regular/standalone task into a subtask (the same steps apply in reverse)
1 - Open the task and its properties window.
2 - Click on the 3-dot icon in the top right corner of the task window.
3 - Select Convert to subtask, a pop-up window will appear.
4 - Confirm the main task that this subtask should be linked to - You can select any main task across the workspace, as long as you have the member rights. You can also limit the results to the current project.
5 - Tick the box at the bottom if you would like to convert the main task into the subtask in the same tasklist.
6 - Click Confirm. - Your regular task is now a subtask!
