Creating a Task From Notes

• 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.