Starting a task from a discussion

How to turn a discussion into a task on your Conformio account

Step 1 – Find the right discussion and click “Make a task from it”

All messages have the in-built option “Make a task from it,” which turns the discussion into an actionable task.

Starting a task from a discussion - Support Center
Using “Make a task from it” option to turn the discussion into a task on Conformio.

Step 2 – Filling in the task details

From the new task form, you can define further details about the task at hand – title, description, ownership, due date, and appropriate reviewer. Remember to hit Save when finished.

Starting a task from a discussion - Support Center
Filling in the task details.

Step 3 – Your task has been added to the project

You can access it anytime and continue working on it to meet its requirements on time.

Starting a task from a discussion - Support Center
Task is added to the appropriate project.
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