Easily turn a Note into an action item by converting it to a Task.

What you'll need

• You can convert a Note to a Task on every ClickUp Plan.

• Everyone, including guests, can convert Notes.

Convert Notes to Tasks

To convert a Note to a Task:

1. Open the Notepad.

2. Find the Note you want to convert and click + next to the title. You can also do this from the ...ellipsis menu within the Note.

3. Select the List you want to add the Task to, and add any additional details!

Task formatting

When you convert a Note to a Task:

• The Note title will automatically become the new Task's title.

• The Note's contents will automatically become the new Task's description.

• You can choose additional details to include before saving the Task.