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Adding Tasks from Notes

when I try to add a task from an email, the email content appears in the "description information" field which allows me to quickly review the info for the task. 

When I try to do the same thing but for a note, the note info does NOT appear in the ""description information" field which forces me to either retype the info or cut and paste.

Am I doing something wrong?

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  • Hi swallace333:

    This isn't a function that is included. If this is something you'd like to see added, we have an Ideas & Suggestions page where you can add your thoughts on features you'd like to see improved or added to Insightly.

    This is the primary area our team looks at when deciding what ideas from our users to consider next :)

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