Create Tasks from Notes with a Swipe (Beta)

Using Notes, the new note-taking tool in the Salesforce1 mobile app, users can quickly turn list items into tasks, with a simple swipe. Notes is available in the Salesforce1 mobile browser app (except on BlackBerry devices), the Salesforce1 downloadable app for Android, version 6.0 and later, and the Salesforce1 downloadable app for iOS, version 6.0.2 and later.
Notes available in: Group, Professional, Enterprise, Performance, Unlimited, Contact Manager, and Developer Editions

Note

Note

This release contains a beta version of Notes that is production quality but has known limitations. You can provide feedback and suggestions on the Salesforce Success Community.

Users can instantly create a task from a note.
  • Swipe any line, bulleted item, or numbered item (1) in the note.
  • Or tap a line or highlight some text, and then tap Blue check mark (2) in the toolbar.
The line, item, or highlighted text automatically becomes the subject of a new task, and the task is related to the note. Users can click Blue check mark (3) in the related records area to view related tasks and mark those tasks complete. Users can also work with these tasks from their task list.
Swiping a line in a note to create a task

To set up Notes, see Set Up Notes for information.