Convert Tasks to Docs
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Joseph Farmer
Sometimes I make a Task ("Meet with Tim about ___") in preparation for a meeting and include notes for the meeting in the description. After the meeting the task is technically completed, but now I've added notes from the meeting. I'd like to be able to convert that task into a Doc that I can then refer back to for future tasks, planning, etc. Thanks!
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Randall Gross
I own an automotive technical support company and we use ClickUp task for our ticketing system. We would like to be able to record each task and all notes, images, emails, custom fields, etc. when a task is completed. This will allow us to dynamically create a case study document for each and every call.
Luci N.
Merged in a post:
convert task to docs
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Omori Takuma
Please allow me to convert a task to docs.
Angela Mondor
I would like to be able to take all my process tasks and convert them into docs
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Alysson Chiodi
I used to have a duplicate doc connected to a task. They had mostly the same information. I have since moved to having a form create tasks which use quite a few custom fields. I would love to be able to send that information to a doc for when I need to present it to someone else without having to do all the work of manually moving all the information over.
Manos Zeakis
I agree. I copy paste the description and transfer the files to docs. It would be heaven just to turn a task to doc
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Catriona Rannoch
Just asked if this is possible via the chat interface, so I'm adding my vote for this feature here
Joey
Merged in a post:
Converting Task Fields into a Document
Ashley Wundrow
Is there a way to convert fields listed in a task into a document (Google Doc)?
6 Stars Cleaning
Great idea!
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Martin
Please add this feature!
Александр Волков
My assumptions:
If Docs-View is located in the Tasks List (Folder, Workspace), then it should be able to be somehow connected with this Tasks List (Folder, Workspace). For example, it should be automatically generated based on the name and the description of each task with bidirectional connection.
Of course, Docs-View can be independent (like right now), but then it should be a separate option. An analogue is a mindmap view. It can be either based on a hierarchy of tasks, or completely independent.
I do not even want to export tasks to docs, I need just another task presentation, as in Docs View (for begining). And of course it is just an interface (frontend) feature.
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