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Status Already exists
Categories To-dos
Created by Rob Eroh
Created on Aug 2, 2016

When copying a note, carry over to-dos

We are starting to use notes for meetings. I've set up to-dos for everyone to add their respective items to the agenda. Would be great to copy these with the meeting template vs. having to setup todos every time.

  • ADMIN RESPONSE
    Aug 28, 2024

    Thank you for the idea. This is possible today by adding to-dos on a document template in Settings > Workspace > Document templates. The status of this idea was out of date. You can learn more here: <link to blog or KB article)


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