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Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit A-I-11587 Create to-do items inline in a note.

Allow formatting in text editor to create records

I like being able to tag users and reference other records in Aha! — I would also like to be able to dynamically turn text into records.

Example:

  • Meeting agenda in a note:

    • Create action items (e.g. to-dos with due dates/assignees) without having to leave the body of the note

    • Create new activities/features without having to copy/paste text from a note (maybe you could highlight the text and create a record that is then linked to the note)