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.