Turn a note into an action item by converting it into a task.

What you'll need

• You can convert notes to tasks 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. Hover over the note you want to convert and click the + icon.
   

   You can also do this from the ellipsis ... menu within the note.
   

3. Select the List you want to add the task to.
4. Add task details. By default:
   • The note's title will automatically become the new task's title.
   • The note's contents will automatically become the new task's description.
5. In the lower-right corner of the task creation modal, click Create Task.

After the task is created, you'll have the option to delete, archive, or keep the note you converted.

Updated February 28, 2023 15:56