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Convert a message to a task or note

Every message is a starting point for work. From a message's menu you can convert it into a task on any of the room's task lists, convert it into a note, set a reminder on it or ask for approval on what it proposes. Converting is available to the room's Owners and Editors; anyone can set a reminder or request approval.

How to convert a message to a task​

  1. In the room chat, hover over the message and select the ⋯ (more) button.
  2. Under Convert to, select To-do.
  3. Pick the task list the task should go on.
  4. The message becomes a task, and a task card appears on the message. If the message mentions a date (for example "by Friday"), it is used as the task's date.

How to convert a message to a note​

  1. Open the message's ⋯ menu.
  2. Under Convert to, select Notes.
  3. The message is saved as a note in the room's Notes & Pages, and the note is linked on the message.
note

Convert to appears for Owners and Editors. Once a message has been converted to a task or a note, that option no longer appears on it.

How to set a reminder on a message​

  1. Open the message's ⋯ menu and select Set reminder.
  2. Pick a time, such as In 1 hour, This evening, Tomorrow 9 AM or Tomorrow same time, and add a note if you like.
  3. Select Set reminder. The reminder rings at that time; select Open on the alert to go back to the message.

See Reminders for tones, snooze and the reminders list.

How to request approval on a message​

  1. Open the message's ⋯ menu and select Request approval.
  2. The request goes to the room's approvers, and the message shows its approval status.

See Approvals to choose the room's approvers and follow the decision.