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How to Share a Daily Note and Set a Follow-Up

Availability: 📱 Mobile only A Daily Note keeps your whole day, or a whole topic, in one place. This article shows how to share a note with people or teams and turn it into a task with a follow-up.. E…

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Updated by StringBean Info
Availability: 📱 Mobile only

A Daily Note keeps your whole day, or a whole topic, in one place. This article shows how to share a note with people or teams and turn it into a task with a follow-up.

En español

Share a Daily Note

  1. Open the note, tap the three dots in the top corner and choose Send/Share Item.
  2. Choose people or teams, set a hazard level if needed, and tap Confirm.

Set a follow-up

  1. To turn one item into a task, tap the three dots on that item and choose Convert to Task. To send the whole note, choose Convert to Task from the menu at the top.
  2. Add a title, tap Select Workflow and choose the workflow to follow.
  3. Set a due date, choose who it's assigned to, and tap Issue.

How to Find a Completed Workflow and Create a Report

How to Find and Follow Up on Exceptions