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Tasks, messages, files, together!

Creating Tasks from Messages

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Create a Task from a Message

In several instances we’ve found the need to create a task directly from a message.  So, we have made this as easy to do as possible!

  1. When you hover over any Message click the Checkmark icon.
  2. This brings up a Task window with the Message pre-filled into the Details box of the Task.
  3. The Task will also be assigned to the recipient of the Message.
  4. Fill out the rest of the Task information by adding a Task Name, Label, and any Subtasks.
  5. You can select which Column to place the Task at the bottom of the window, then click Create Task.