Community
Showing results for 
Search instead for 
Do you mean 
Reply

Convert a history line to a todo

New Member
Posts: 6
Country: USA

Convert a history line to a todo

Hello community,

 

Is there a (free) way to convert a line of history to a to do or meeting?

 

Thanks,

 

Ryan

Administrator
Posts: 4,024
Country: United_Kingdom

Re: Convert a history line to a todo

Hi ryan,

 

I'm not 100% sure what you are trying to do here, but here are couple things that might be what you're looking for:

 

It's possible to change the type of an existing history record, just click the dropdown highlighted in the screenshot below to change the history to a To-do for example.

Act!_2017-03-02_14-58-56.png

 

If you are trying to create a new To-do that should be completed at a later date, then a Follow-up activity can be created by clicking the button highlighted below.

Act!_2017-03-02_15-03-19.png

You'll then be able to set the follow-up activity to be a To-do, and set a new date for it.