Adding tasks from Notes

In a dec 2017 post, a user asked about creating a task from a note and the post answer was that this was not an available function..  Here is the The exchange:


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?

1 comment

  • 0
    December 13, 2017 16:04

    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 pagewhere 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 :)


    There is an option do do this in the "Action" dropdown.  if this doesn't work the way the requestor above is looking for, why not remove?





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