Turn a message into a task
Create a task right from the message that asked for it, then follow it on the project board.
Most work starts as a message, such as "Can you send the new logo by Friday?" Instead of copying it somewhere else, turn it into a task where it was said.
Create a task from a message
- Open the menu on the message.
- Choose Create task.
- Check the title, then choose who does it and by when.
- Save. The task keeps a link to the message, so anyone can jump back to the conversation behind it.
Where the task goes
Tasks live on the project's board, in lists you arrange the way your team works. Move a task from list to list as the work moves forward.
Tips
- Keep the title short. The linked message holds the details.
- One request, one task. If a message asks for three things, create three tasks.
- Meeting notes suggest tasks too. See Meetings and AI notes.