Highlight Text and Create a Task in meeting notes / messages

This would be particularly helpful in meeting notes / messages.

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Hi @Danielle_Correia, welcome to the Asana Community Forum and thanks for sharing your feedback with us!

We currently offer this feature in the Project Brief. However, it’s not available in notes or messages!

You can follow these steps to use this feature:

  1. Open your Project Brief
  2. Select a piece of text
  3. Click Convert to → Task on the toolbar
  4. This will automatically create a new task in your project! From there, simply click the task name to assign it or add more info.

Note that you can also trigger this feature using cmd + shift + Enter when your text is selected.

Our team is looking at extending this feature to other parts of Asana. We will post any updates on this thread if we have any plans to implement it in the future!

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We would love to see the notepad on our homepage able to have text converted to tasks as well!

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FYI…In a task’s Description, you can, as of some months ago, highlight text and create a subtask from it, which converts the selected text into an @mention of the newly-created subtask.

Thanks,

Larry

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Hi everyone!

We’ve just launched a new Notes view in projects, which might also be an alternative, like the project brief.

With the new Notes view, you can add meeting notes, briefs, link related projects, mention team members, and easily convert notes into tasks. You can also create multiple Notes views within a single project :slight_smile:

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I’ve moved into a role where I have a lot of meetings during the day, so I’ve gotten into a habit of taking personal notes during them all because I think with my fingers :slight_smile: Then afterward, or at the end of the day, I’ll go through and make Asana tasks from my notes to flesh out details, add to projects, and delegate. Then I delete the notes documents.

I’ve been thinking of using the Private Notepad for this, but the only thing holding me back is a little bit of automation to make it better than my current method. A really nice feature would be the ability to create tasks directly from the notepad: highlight some text and click a ā€œCreate Taskā€ button on the notepad’s taskbar. This could pop up a new task with the highlighted text automatically added to the description, and from there, you could add a title, add to projects, etc. etc.

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@Wendy_Allen,

Isn’t this feature already present in Notes views?

Select one or more lines and you have this option:

After creating tasks with the button or shortcut tasks are created and the text is converted to vanity links to them:

The tasks look like this:

In the projects’ Overview tab > project brief you can do the same.

In task descriptions, you can highlight text to create subtasks similarly.

Thanks,

Larry

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@Forum-team, Can you move this to launched?

Thanks,

Larry

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Good catch @lpb

Thank you!

1 Like