---
title: Attach Records / Tasks to Chat and How to Create Records / Tasks from Chat
description: Learn how to attach existing records and tasks to a chat message, and create new records or tasks directly from a conversation.
---

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# Attach Records / Tasks to Chat and How to Create Records / Tasks from Chat

## Learn how to attach existing records and tasks into the chat. Also learn how to create new records and tasks from existing chat messages.

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### Steps to Attach Record or Task to Chat

- Select the add attachment/paperclip icon to the right of ‘Write a message’.
- Select either ‘Attach a record’ or ‘Attach a task’.
- Scroll through the record or task timelines, you can use all the filters available to narrow down your search to identify the record or task you wish to attach.
- Select the ‘select’ button next to the record or task.
- Add a written message or any other attachments to the message before sending.

![](https://support.resolutionapp.co.nz/hubfs/Knowledge%20Base%20Import/78606369bd5c-Attach%20Record%20-%20Mobile%204-1.png)

 

### Steps to Create Record or Task from Chat

- To create a record or task from chat either -  
    - On mobile - long press on your own or another user's message to bring up the menu.
    - On desktop - hover your cursor over the message and select the three dots to bring up the menu.
- Select ‘Create record’ or ‘Create task’.
- All of the information contained in the original message will automatically transfer to the new record or task and populate the fields. The written message will go into the description/ instructions and any attachments such as photos will be included with the new record or task.
- Now go through and continue adding the rest of the components to the record or task, such as assignees, tags, due dates etc.
- Select ‘Save’.

![](https://support.resolutionapp.co.nz/hubfs/Knowledge%20Base%20Import/6d710b22bd93-Create%20Task%20Chat%20-%20Mobile%204-1.png)

 

### Related Articles

1. [Basic Chat Functions](https://support.resolutionapp.co.nz/chat/basic-chat-functions?hsLang=en-nz)
2. [Create New Chats](https://support.resolutionapp.co.nz/chat/create-new-chats?hsLang=en-nz)
3. [Chat Permissions](https://support.resolutionapp.co.nz/chat/chat-permissions?hsLang=en-nz)
4. [Chat Full Walkthrough](https://support.resolutionapp.co.nz/chat/chat-full-walkthrough?hsLang=en-nz)

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