Print this page

Create Tasks from Notes with a Swipe (Beta)

Knowledge Article Number 000212235
Description Users can now create tasks right from list items in a document. You could do this with Notes, the new note-taking tool in Salesforce1. Notes is available in the Salesforce1 mobile browser app, the Salesforce1 downloadable app for Android devices, versions 6.0 and later, and the Salesforce1 downloadable app for iOS devices, versions 6.0.2 and later.

Notes available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions
Resolution There are two simple ways for users to instantly create a task from a note :

• Swipe any line, bulleted item, or numbered item (1) in the note.
• Tap on a line or highlight some text, and then tap (2) in the toolbar.

The line, item, or highlighted text automatically becomes the subject of a new task, and the task is automatically related to the note.
Users can click (3) in the related records area to view related tasks and mark those tasks complete. Users can also work with these
tasks from their task list.

User-added image

Note
: This release contains a beta version of Notes that is production quality but has known
limitations. You can provide feedback and suggestions on the Salesforce Success Community




promote demote