#1
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Converting a Note Item into a Task?
I have just imported thousands of items from my previous PIM into UR. They imported as Note-type text items.
Is there an efficient way to make a Task item from a Note item? In other words, is there any way, besides cutting and pasting all the text from each Item Detail field into a New Task, to assign a Due Date, Priority, and/or Flag to the Info Item? It seems this should be possible, since both Templates are based on Text Items. Also, is it possible to turn a Note item into a Contact item? Thanks. |
#2
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Select the items that you want to change to Task, go to Item attributes pane, and change Template Item to Task ...
I think it won't be possible with Contacts, because they are not based on "Rich Edit", but many users of UR create their own Contact templates (with the attributes they prefer), and then you'd be able to do that (the price you pay for that are the send/go buttons on the Contact form) ... Last edited by quant; 03-11-2008 at 04:31 PM. |
#3
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If you use CSV or XML import, you can choose which template to use (Contact, Task, etc.).
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#4
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It worked!
Thanks for your prompt reply. |
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