Notes
Updated: 2026-10-20
How do I turn a note into a task?
Quick Answer
You can convert any text line in a note into a task by clicking the checkbox button on the formatting toolbar, typing '- [ ] ' at the beginning of a line, or asking the AI assistant to extract action items from your note.
Step-by-step instructions
- 1
Select the line or item in your note
Place your cursor on the line of text you want to turn into an actionable task.
- 2
Insert a task checkbox
Click the checkbox icon on the editor formatting toolbar or type '- [ ] ' at the start of the line.
- 3
Check off or track progress
Click the checkbox directly inside the note when finished, or track the action item alongside your project checklist.
Related help articles
Was this helpful?
Need personal assistance? Contact our team anytime.