Turn a chat message into a project task

What moves

A message becomes a project task, optionally copying its text, and the task is shared back into the conversation as a card.

Before you start

• Chat and Project Management in your plan
• The person may create tasks

Step by step

1. ManagerTeam Chat & Calls

   Opens a message menu and chooses Create a task.

   You see:The task dialog opens.

2. ManagerProject Management

   Picks the project, assignee and due date, and chooses whether to copy the message text.

   You see:The task is created with a From chat reference.

3. SystemTeam Chat & Calls

   Posts a task card into the conversation.

   You see:Everyone in the conversation sees it.

4. AssigneeProject Management

   Opens the task from their task list or the card.

   You see:They work on it in Project Management.

Related

• Team Chat & Calls
• Project Management
• Turn a chat message into a task
• A chat call grows into a meeting
• A chat message becomes a project task
• An announcement is confirmed, the missing people are reminded, and an urgent message gets through
• Any member adds to a group, only the owner removes
• Connections between modules