How to Create a Task from a Message
You may want to create a Task from a message you received or sent to a client. Instead of copying and pasting the information onto a new task, you can create one directly from the message.
To Create a Task from an entire Message Thread:
- Click on the Message you want a Task created from.
- In the upper-right corner, the Create Task icon will be second from the left. Click on the icon.
- Within the Create Task box, choose the type of Task you want to create.
- If it's a To Do task, choose the Employee you want to assign.
- Choose an Account and a Contact you want to assign the task to.
- The Subject and Description fields are automatically populated based on the message you selected but you can edit those as well.
- Once done editing, click the Create Task button in the lower-right corner.
To Create a Task from one message in a Message Thread:
- Navigate to the specific message in the Message Thread.
- Click the Ellipses in the upper-right corner of the message.
- Click Create Task.
- Within the Create Task box, choose the type of Task you want to create.
- If it's a To Do task, choose the Employee you want to assign.
- Choose an Account and a Contact you want to assign the task to.
- The Subject and Description fields are automatically populated based on the message you selected but you can edit those as well.
- Once done editing, click the Create Task button in the lower-right corner.
You can then view the task in the Tasks page, or in the In Focus, Timeline and Tasks tab in the Account page.
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