Turn an answer into a note, document, task, issue, or project plan
Save an answer as a note or ask the assistant to create documents, tasks, issues, and project plans from it.
AvailableLast reviewed 2026-10-05
Move from a good answer to tracked work without retyping it.
What you need
- A chat with an answer you want to act on.
- For tasks, issues, and documents in a project: a chat started inside that project, and permission to create them there.
Steps
Save as a note
- Under the assistant's reply, choose Save as Note.
- Set Note title, optionally choose a project or staq under Save to (optional), and choose Save as Note.
Ask for tasks, issues, documents, or a plan
- Start or open the chat inside the project. See Add project, task, issue, note, or file context.
- Ask in plain words: "Create task groups and tasks for this plan", "Log an issue for the vendor delay", or "Write a project document from this". The assistant can create task groups, tasks, issues, notes, documents, and presentations in the project.
- In any chat you can ask it to create a new project or a personal note.
- Open the result from the card that appears: notes show Read, documents show Read, and presentations show Present.
Expected result
The item exists in your workspace. Notes show "Note created" on a card and appear in your notes; project items show up in the project.
Tips
- Name the project and the owner you want. Review what was created before sharing it.
- Ask for a Word export for files that leave MindStaq. See Export structured output to Word.
Troubleshooting
- The assistant only describes the work. Say "create" explicitly, and confirm the chat is inside the project.
- Nothing was created. You may lack permission in that project. See Project roles.
Related guides
- Use notes and documents as living work assetsCapture notes, create documents and presentations, and keep AI-written output attached to your projects.
- Create task groups and tasksBreak a project into task groups and tasks, with owners, priorities, and dates.
- Track issues, risks, and blockersLog what is going wrong or at risk in a project, assign it, and follow it to resolution.
- Create a projectGroup tasks, issues, notes, documents, and chats for a piece of work in one project.
- Export structured output to WordAsk the assistant to turn a report, plan, or table into a downloadable Word document.
- Link work back to a project or sessionKeep chats, tasks, issues, notes, and documents connected to the project or session they came from.
- Use project, task, and issue message threadsKeep conversation and status updates next to the project, task, or issue they are about.
Still need help?
Email [email protected] and tell us what you were trying to do.
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