Create an email related task easily and quickly without having to follow any long procedures.
Step 1: Go to the Conversations tab of a contact.
Step 2: Click on the Add Task button.
Step 3: The title of the task will be the subject of the email to make the user’s job easier. But you can change it as your will.
Step 4: Choose the Category and Priority of the task.
Step 5: The Related To radio button will be selected according to the contact of the email. If the contact is a Client, the client’s name is selected. If the contact is a Partner, the Partner’s name will be selected.
Step 6: Select the Assignee for the task.
Step 7: Select the Due Date and Followers if required.
Step 8: Click on Create.
Step 1: Go to the Conversations tab of a contact.
Step 2: Click on the Add Task button.
Step 3: The title of the task will be the subject of the email to make the user’s job easier. But you can change it as your will.
Step 4: Choose the Category and Priority of the task.
Step 5: The Related To radio button will be selected according to the contact of the email. If the contact is a Client, the client’s name is selected. If the contact is a Partner, the Partner’s name will be selected.
Step 6: Select the Assignee for the task.
Step 7: Select the Due Date and Followers if required.
Step 8: Click on Create.
Updated on: 28 / 01 / 2021