Formatting Menu

The Formatting Menu appears when you select any portion of text inside the task or note editor. It allows you to apply formatting, change text type, and use AI-powered tools.

#Basic Formatting Options

From the toolbar above the selection, you can:

  • Bold - Emphasize text (B) (or Ctrl+B/Cmd+B).
  • Underline - Draw attention with an underline (U) (or Ctrl+U/Cmd+U).
  • Italic - Add emphasis or indicate titles (I) (or Ctrl+I/Cmd+I).
  • Strikethrough - Mark text as removed or outdated (S with a line).
  • Highlight - Add a background color to selected text.
  • Inline Code - Format text as inline code (monospace styling).
  • Insert Link - Add a hyperlink to the selected text.

#Format Menu

The Format dropdown lets you change the selected text into:

  • Paragraph (default text)
  • Heading 1 - Largest section title
  • Heading 2 - Medium section title
  • Heading 3 - Smaller section title
  • Heading 4 - Smallest heading
  • Bullet List - List with bullet points
  • Numbered List - Ordered list with numbers
  • Task List - Interactive checklist

#Create From Selection

Selected text can be turned into a new item right from the menu:

  • Create Task - Pick a project and create a new task from the selection.
  • Create Subtask - Available in task descriptions, creates a subtask of the current task.
  • Create Note - Create a new note from the selection.

A short single-line selection becomes the title of the new item. Longer or multi-line selections are saved as its description.

#AI Menu

Free plan: includes 25 AI actions a month. Paid plans are unlimited.

The AI button offers smart text tools:

  • Improve writing
  • Fix spelling & grammar
  • Make shorter
  • Make longer
  • Change tone - Professional, Casual, Straightforward, Confident, Friendly
  • Simplify language
  • Summarize
  • Translate
  • Explain this
  • Find action items