Transfer Task to a Record

Steps to Transfer a Task to a Record - Mobile

• Navigate to the tasks page.
• Identify the completed task you wish to transfer to a record (using the filters if needed).
• Select the three dots menu at the top right of the record.
• Select ‘Create record’.
• Make any changes to the new record that you wish including adding tags.
• Select ‘Save’.

Steps to Transfer a Task to a Record - Desktop

1. Navigate to the tasks page.
2. Identify the completed task you wish to transfer to a record (using the filters if needed).
3. Select the three dots menu at the top right of the record.
4. Select ‘Create record’.
5. Make any changes to the new record that you wish including adding tags.
6. Select ‘Save’.

Best Practices

• This can be also done in reverse, where you can save a record as a task. To view this lesson in reverse, click Transfer Record to a Task
  
  

Related Articles

1. Create a Task
2. Edit a Task
3. Copy a Task
4. Transfer Record to a Task