Turn action items into tasks

Add an action item

1. Open a note in Team Notes.
2. Type in Add an action item… and select Add.

Open items show as a badge on the note, for example "1 open."

Send action items to the Team Planner

When Team note action items is turned on, each action item also becomes a card in the Triage column of the Operations board. It shows On Team Planner. Finishing the card or the action item keeps both in step.

Turn it on or off

1. Open Settings, then Planner Settings.
2. Check or uncheck Team note action items. It's on by default.
3. Select Save planner settings.

On the same page, Completed recruiting forms and Event checklist items (auto) add cards from other parts of the app. Only the team owner can change these settings.