Creating task from a note

HubSpot Ideas

Status: Idea Submitted

1

I would like to create a task directly from a note made by another HubSpot user. Case example: A salesperson writes a note, tags me, and mentions that a deal has been closed. I want to create a task for myself directly from that note.

2

I agree. Another example are notes from a meeting with a client, then having the option to create a Task which is an action item from that meeting.