Customize your tasks on Sketchnote, your way

September 5, 2022

This week, we're introducing a few more amazing features to take your customizable experience of Sketchnote to the next level—custom fields for tasks and CSV imports, as well as a brand new task design. Let's tell you all about these:

Custom task fields

While we have input options like the start and end date of tasks, the assigner, labels and priorities, sometimes you just need more. So, presenting custom task fields that you can use to make your project truly yours.

Choose options like text, numbers, select, multi-select, URL, email IDs and phone numbers to get started. These custom fields can be used to add revenue details of a potential account, categorize the lead you're chasing, websites, last contacted dates, and a lot, lot more.

The sky's the limit when it comes to using custom fields and use cases are infinite. Go ahead and customize your field experience!

CSV Imports

You can now migrate your tasks and Excel sheets from other platforms as CSV imports! All you have to do is save your project or sheet as a CSV (or xlsx, xls, numbers, csv, txt, ods and many other common spreadsheet formats) and start an import on Sketchnote. Choose the column you want to turn into a task and voila! You're done.

Check out the video to see how it's done. Just be warned that since we're currently in beta, only the first 200 fields of the sheet you choose will be downloaded. We're working on expanding this function further very soon.

New task design

Another new change we're making to Sketchnote is to introduce a compact yet informative task design for Kanban Boards. Now when you switch the file view for boards, you will be able to see a preview of the attached image, a small tab for priority, completion status, number of subtasks, attachments, and a quick complete checkbox.

Inside the task too, there's a prominent space for new custom fields and a bigger space to write the contents of the task. The comments and attachment sections are moved to the side panel so you can concentrate on the task at hand first.

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