Creating a Task from a Note
Introduction
- Purpose: Discuss how to create a task from a note.
- Benefit: Useful for situations where all information is already in a note, such as service requests or endorsements.
- Open the note containing all the necessary information.
- Click on "Actions" and select "Create Task."
- Review the information in the note and customize the task details as needed.
- Remove unnecessary information from the note.
- Select the appropriate category for the task.
- Set the task status (e.g., in progress, waiting for, not started).
- Assign a due date for the task.
- Assign the task to yourself or a work group.
- Set up a reminder if needed.
- Click on "Save Changes" to create the task.
- Task is now created based on the information from the note.
- Efficient way to manage tasks when all relevant details are already in a note.