You can create new tasks using the text toolbar from task, Inbox, and Doc comments. This is a helpful way to quickly organize your work so you can return to it later.

What you'll need

• Unlimited comments are available on all plans.
• Guests can use comments.

Create a task from a draft or comment

To create a task or subtask from a draft or comment:

1. From the Activity section of an open task:
   • From your draft: Before sending a comment, highlight some of the text you've typed. In the text toolbar, click the dropdown to the right of + Task and select Task or New subtask from the dropdown.
   • From a comment: Hover over the comment and click the AI icon or the ellipsis ... icon in the upper-right corner. Select Create Task or Create task with AI.
2. By default, the task or subtask is created in your current location.
3. To select a new location, click the current location name. 
   • If this location has a required Custom Field, you'll need to populate it. 
   • You can also rename the task, and add other details like Assignee. 
4. Click Create.
5. The new task is embedded in the comment section and added to the selected location.

Create a task from your Inbox

To create a task from a comment in your Inbox:

1. Hover over the comment.
2. In the upper-right corner, click the AI icon or the ellipsis ... icon.
3. Select Create Task or Create task with AI.
4. By default, the task or subtask is created in your current location.
5. To select a new location, click the current location name. 
   • If this location has a required Custom Field, you'll need to populate it. 
   • You can also rename the task, and add other details like Assignee. 
6. Click Create.
7. The new task is embedded in the comment section and added to the selected location.

Create a task from a Doc

To create a task from a Doc comment:

1. Hover over the comment.
2. In the upper-right corner, click the AI icon or the ellipsis ... icon.
3. Select Create Task or Create task with AI.
4. By default, the task is created in your current location.
5. To select a new location, click the current location name. 
   • If this location has a required Custom Field, you'll need to populate it. 
   • You can also rename the task, and add other details like Assignee. 
6. Click Create.
   • If you'd like to post the task in the comment thread, in the Post Task to Thread modal click Post Task.
     

Create a task using Brain AI

Learn how to create tasks with Brain AI.