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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?





Posts: 4,030
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.



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.


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