Create tasks from comments

You can create new tasks using the rich text toolbar from an unsent task, Doc, or Inbox comment. This is a helpful way to quickly organize your work so you can come back to it later.

What you'll need

Create a task from a comment

To create a task or subtask from a comment:

  1. Before sending the comment, highlight any text you've typed. 

  2. On the toolbar, click the dropdown next to + Task
  3. From the dropdown, select Task or New subtask
    • By default, the task or subtask is created in your current location.
    • To select a new location, in the Create modal 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.

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